Baron Global Financials
| BGAFX Fund | USD 40.65 0.34 0.83% |
Baron |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Baron Global Fund Summary
Baron Global competes with Baron Opportunity, Morgan Stanley, Baron Focused, Mid Cap, and Baron Fifth. The fund is a diversified fund that, under normal circumstances, invests primarily in equity securities in the form of common stock of established and emerging markets companies located throughout the world, with capitalizations within the range of companies included in the MSCI ACWI Index Net USD. At all times, it will have investments in equity securities of companies in at least three countries outside of the U.S. Under normal conditions, at least 40 percent of the funds net assets will be invested in stocks of companies outside the U.S. .Specialization | World Large-Stock Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | World Large-Stock Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Global Key Financial Ratios
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Global's current stock value. Our valuation model uses many indicators to compare Baron Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Global competition to find correlations between indicators driving Baron Global's intrinsic value. More Info.Baron Global Advantage is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Global Advantage is roughly 10.30 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Global's earnings, one of the primary drivers of an investment's value.Baron Global Advantage Systematic Risk
Baron Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Baron Global Advantage correlated with the market. If Beta is less than 0 Baron Global generally moves in the opposite direction as compared to the market. If Baron Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Global Advantage is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Global is generally in the same direction as the market. If Beta > 1 Baron Global moves generally in the same direction as, but more than the movement of the benchmark.
Baron Global February 2, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Global Advantage. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Global Advantage based on widely used predictive technical indicators. In general, we focus on analyzing Baron Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Baron Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.48 | |||
| Information Ratio | 0.0976 | |||
| Maximum Drawdown | 9.28 | |||
| Value At Risk | (2.09) | |||
| Potential Upside | 2.4 |
Other Information on Investing in Baron Mutual Fund
Baron Global financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Global security.
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