Baron Fintech Fund Quote
| BFIIX Fund | USD 18.64 0.07 0.37% |
Performance22 of 100
| Odds Of DistressLess than 15
|
Baron Fintech is trading at 18.64 as of the 29th of November 2024; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 18.71. Baron Fintech has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Baron Fintech are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. More on Baron Fintech
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Technology Funds, Technology, Baron Capital Group, Inc., Large Growth, Technology (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Fintech [BFIIX] is traded in USA and was established 29th of November 2024. Baron Fintech is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Technology category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 52.27 M in assets under management (AUM) with minimum initial investment of 1000 K. Baron Fintech is currently producing year-to-date (YTD) return of 29.96%, while the total return for the last 3 years was 3.18%.
Check Baron Fintech 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 Fintech 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 Fintech Mutual Fund Constituents
| EPAM | EPAM Systems | Stock | Information Technology | |
| FICO | Fair Isaac | Stock | Information Technology | |
| FIS | Fidelity National Information | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| MSCI | MSCI Inc | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials |
Baron Fintech Risk Profiles
| Mean Deviation | 0.6324 | |||
| Semi Deviation | 0.2022 | |||
| Standard Deviation | 0.8513 | |||
| Variance | 0.7248 |
Baron Fintech Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Fintech 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 Fintech security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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