Baron Fintech Fund Fundamentals
| BFIUX Fund | USD 18.66 0.02 0.11% |
Baron Fintech fundamentals help investors to digest information that contributes to Baron Fintech's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. The fundamental analysis module provides a way to measure Baron Fintech's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Fintech mutual fund.
Baron |
Baron Fintech Mutual Fund Net Asset Analysis
Baron Fintech's Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Current Baron Fintech Net Asset | 7.1 M |
Most of Baron Fintech's fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Fintech is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Baron Fintech has a Net Asset of 7.1 M. This is 99.75% lower than that of the Baron Capital Group family and significantly higher than that of the Technology category. The net asset for all United States funds is notably lower than that of the firm.
Baron Fintech Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Fintech's current stock value. Our valuation model uses many indicators to compare Baron Fintech value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Fintech competition to find correlations between indicators driving Baron Fintech's intrinsic value. More Info.Baron Fintech 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 1.27 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 Fintech's earnings, one of the primary drivers of an investment's value.Baron Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Fintech's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baron Fintech could also be used in its relative valuation, which is a method of valuing Baron Fintech by comparing valuation metrics of similar companies.Baron Fintech is currently under evaluation in net asset among similar funds.
Fund Asset Allocation for Baron Fintech
The fund consists of 96.65% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Baron Fintech's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Baron Fundamentals
| Total Asset | 41.77 M | ||||
| Year To Date Return | 29.96 % | ||||
| One Year Return | 37.91 % | ||||
| Three Year Return | 3.18 % | ||||
| Net Asset | 7.1 M | ||||
| Cash Position Weight | 3.35 % | ||||
| Equity Positions Weight | 96.65 % |
About Baron Fintech Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Baron Fintech's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Fintech using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Fintech based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| 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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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities |