Baron Emerging Markets Fund Manager Performance Evaluation
| BEXIX Fund | USD 20.29 0.02 0.1% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Emerging's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Emerging is expected to be smaller as well.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Emerging Markets are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Baron Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.1100 |
Baron |
Baron Emerging Relative Risk vs. Return Landscape
If you would invest 1,995 in Baron Emerging Markets on October 28, 2025 and sell it today you would earn a total of 34.00 from holding Baron Emerging Markets or generate 1.7% return on investment over 90 days. Baron Emerging Markets is currently producing 0.0312% returns and takes up 0.8393% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Baron, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Emerging Current Valuation
Fairly Valued
Today
Please note that Baron Emerging's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Emerging Markets shows a prevailing Real Value of $20.05 per share. The current price of the fund is $20.29. We determine the value of Baron Emerging Markets from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Baron Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.29 | Real 20.05 | Hype 20.29 | Naive 19.96 |
The intrinsic value of Baron Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Baron Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Baron Emerging Markets helps investors to forecast how Baron mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Baron Emerging more accurately as focusing exclusively on Baron Emerging's fundamentals will not take into account other important factors: Baron Emerging Target Price Odds to finish over Current Price
The tendency of Baron Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 20.29 | 90 days | 20.29 | nearly 4.5 |
Based on a normal probability distribution, the odds of Baron Emerging to move above the current price in 90 days from now is nearly 4.5 (This Baron Emerging Markets probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Baron Emerging has a beta of 0.63 suggesting as returns on the market go up, Baron Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Baron Emerging Markets will be expected to be much smaller as well. Additionally Baron Emerging Markets has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Baron Emerging Price Density |
| Price |
Predictive Modules for Baron Emerging
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Baron Emerging Markets. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Baron Emerging Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Emerging is not an exception. The market had few large corrections towards the Baron Emerging's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Baron Emerging Markets, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Emerging within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.63 | |
σ | Overall volatility | 0.59 | |
Ir | Information ratio | -0.06 |
Baron Emerging Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Baron Emerging for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Emerging Markets can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund holds about 6.16% of its assets under management (AUM) in cash |
Baron Emerging Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Emerging, and Baron Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Baron Mutual Fund performance.
| Price To Earning | 15.77 X | |||
| Price To Book | 2.12 X | |||
| Price To Sales | 1.76 X | |||
| Total Asset | 3.34 B | |||
About Baron Emerging Performance
Evaluating Baron Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Baron Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. Baron Emerging is traded on NASDAQ Exchange in the United States.Things to note about Baron Emerging Markets performance evaluation
Checking the ongoing alerts about Baron Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 6.16% of its assets under management (AUM) in cash |
- Analyzing Baron Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Baron Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Baron Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Baron Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Emerging's mutual fund. These opinions can provide insight into Baron Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Emerging 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 Emerging security.
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