Baron Partners Financials
| BPTUX Fund | USD 198.45 3.19 1.63% |
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 Partners Fund Summary
Baron Partners competes with Baron Real, Baron Real, Baron Real, Baron Small, and Baron Asset. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. growth companies of any market capitalization. The Adviser seeks to invest in businesses the advisor believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation. To take advantage of opportunities to invest, the fund may borrow money from banks in an amount up to one-third of its total assets, which include assets purchased with borrowed money. It is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Partners's current stock value. Our valuation model uses many indicators to compare Baron Partners value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Partners competition to find correlations between indicators driving Baron Partners's intrinsic value. More Info.Baron Partners is the top fund in year to date return among similar funds. It also is the top fund in one year return among similar funds reporting about 1.46 of One Year Return per Year To Date Return. 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 Partners' earnings, one of the primary drivers of an investment's value.Baron Partners Systematic Risk
Baron Partners' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Partners 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Baron Partners correlated with the market. If Beta is less than 0 Baron Partners generally moves in the opposite direction as compared to the market. If Baron Partners Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Partners is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Partners is generally in the same direction as the market. If Beta > 1 Baron Partners moves generally in the same direction as, but more than the movement of the benchmark.
Baron Partners November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Partners help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Partners. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Partners 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 Partners's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.59 | |||
| Information Ratio | 0.1144 | |||
| Maximum Drawdown | 11.05 | |||
| Value At Risk | (2.81) | |||
| Potential Upside | 4.04 |
Other Information on Investing in Baron Mutual Fund
Baron Partners 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 Partners security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios |