Baron Durable Advantage Fund Quote
| BDAUX Fund | USD 28.65 0.14 0.49% |
Performance8 of 100
| Odds Of DistressLess than 19
|
Baron Durable is trading at 28.65 as of the 26th of November 2024; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 28.51. Baron Durable has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Baron Durable Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.. More on Baron Durable Advantage
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group Funds, Large Growth Funds, Large Growth, Baron Capital Group, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
Baron Durable Advantage [BDAUX] is traded in USA and was established 26th of November 2024. Baron Durable is listed under Baron Capital Group category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Baron Capital Group family. This fund currently has accumulated 8.18 M in assets under management (AUM) with no minimum investment requirementsBaron Durable Advantage is currently producing year-to-date (YTD) return of 26.37% with the current yeild of 0.0%, while the total return for the last 3 years was 12.12%.
Check Baron Durable Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Baron Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Baron Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Baron Durable Advantage Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Baron Durable Advantage Mutual Fund Constituents
| BLK | BlackRock | Stock | Financials | |
| EA | Electronic Arts | Stock | Communication Services | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| SPGI | SP Global | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Baron Durable Advantage Risk Profiles
| Mean Deviation | 0.6526 | |||
| Semi Deviation | 0.8972 | |||
| Standard Deviation | 0.9233 | |||
| Variance | 0.8525 |
Baron Durable Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Durable 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 Durable security.
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |