Baron Wealthbuilder Financials
| BWBFX Fund | USD 20.80 0.25 1.19% |
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 Wealthbuilder Fund Summary
Baron Wealthbuilder competes with Baron Real, Baron Real, Baron Real, Baron Small, and Baron Asset. The fund invests, at any given time, in the securities of a select number of Baron mutual funds , representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.Specialization | Allocation--85%+ Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Allocation--85%+ Equity |
| 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 Wealthbuilder's current stock value. Our valuation model uses many indicators to compare Baron Wealthbuilder value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Wealthbuilder competition to find correlations between indicators driving Baron Wealthbuilder's intrinsic value. More Info.Baron Wealthbuilder Fund 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 1.45 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 Wealthbuilder's earnings, one of the primary drivers of an investment's value.Baron Wealthbuilder Systematic Risk
Baron Wealthbuilder's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Wealthbuilder 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Baron Wealthbuilder correlated with the market. If Beta is less than 0 Baron Wealthbuilder generally moves in the opposite direction as compared to the market. If Baron Wealthbuilder Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Wealthbuilder is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Wealthbuilder is generally in the same direction as the market. If Beta > 1 Baron Wealthbuilder moves generally in the same direction as, but more than the movement of the benchmark.
Baron Wealthbuilder November 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Wealthbuilder help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Wealthbuilder Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Wealthbuilder Fund 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 Wealthbuilder's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.0254 | |||
| Maximum Drawdown | 4.59 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.49 |
Other Information on Investing in Baron Mutual Fund
Baron Wealthbuilder 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 Wealthbuilder security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. |