Baron New Asia Fund Quote
Baron New is trading at 9.16 as of the 26th of November 2024; that is No Change since the beginning of the trading day. The fund's open price was 9.16. Equity ratings for Baron New Asia 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.
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Pacific/Asia ex-Japan Stk Funds, Pacific/Asia ex-Japan Stk, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 30th of September 2024 |
Baron New Asia [BNAFX] is traded in USA and was established 26th of November 2024. Baron New is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Pacific/Asia ex-Japan Stk category and is part of Baron Capital Group, Inc. family. Baron New Asia currently has accumulated 4.34 M in assets under management (AUM) with no minimum investment requirements
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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 New Asia 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 New Asia Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information | |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary |
Baron New Asia Risk Profiles
| Mean Deviation | 0.6161 | |||
| Standard Deviation | 0.861 | |||
| Variance | 0.7413 | |||
| Risk Adjusted Performance | (0.000031) |
Baron New Against Markets
Baron New Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Baron New mutual fund to make a market-neutral strategy. Peer analysis of Baron New could also be used in its relative valuation, which is a method of valuing Baron New by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
Other Information on Investing in Baron Mutual Fund
Baron New 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 New security.
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