Baron Select Financials
| BTECX Fund | USD 13.89 0.08 0.58% |
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 Select Fund Summary
Baron Select competes with T Rowe, Putnam Global, Fidelity Advisor, John Hancock, and Vanguard Financials. The fund, under normal market conditions, invests at least 80 percent of its net assets in equity securities in the form of common stock of U.S. and non-U.S. technology companies of any market capitalization, selected for their durable growth potential from the development, advancement and use of technology, however, investments in non-U.S. securities are limited to 35 percent of the funds total assets at the time of purchase. Technology companies may be located anywhere in the world, including developing countries. The fund is non-diversified.Specialization | Technology, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Select's current stock value. Our valuation model uses many indicators to compare Baron Select value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Select competition to find correlations between indicators driving Baron Select's intrinsic value. More Info.Baron Select Funds 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 9.76 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 Select's earnings, one of the primary drivers of an investment's value.Baron Select Funds Systematic Risk
Baron Select's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Select 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 fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Baron Select Funds correlated with the market. If Beta is less than 0 Baron Select generally moves in the opposite direction as compared to the market. If Baron Select Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Select Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Select is generally in the same direction as the market. If Beta > 1 Baron Select moves generally in the same direction as, but more than the movement of the benchmark.
Baron Select January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Select help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Select Funds. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Select Funds 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 Select's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.88 | |||
| Information Ratio | 0.0905 | |||
| Maximum Drawdown | 7.82 | |||
| Value At Risk | (2.62) | |||
| Potential Upside | 2.45 |
Other Information on Investing in Baron Mutual Fund
Baron Select 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 Select security.
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