Baron Fintech Fund Manager Performance Evaluation
| BFIIX Fund | USD 17.77 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.64, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Baron Fintech's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Fintech is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Baron Fintech has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Baron Fintech 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 | 0.8000 |
Baron |
Baron Fintech Relative Risk vs. Return Landscape
If you would invest 1,801 in Baron Fintech on October 28, 2025 and sell it today you would lose (24.00) from holding Baron Fintech or give up 1.33% of portfolio value over 90 days. Baron Fintech is currently producing negative expected returns and takes up 0.7626% volatility of returns over 90 trading days. Put another way, 6% 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 Fintech Current Valuation
Fairly Valued
Today
Please note that Baron Fintech's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Baron Fintech shows a prevailing Real Value of $17.67 per share. The current price of the fund is $17.77. We determine the value of Baron Fintech 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 Fintech is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Fintech'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 17.77 | Real 17.67 | Hype 17.77 | Naive 17.96 |
The intrinsic value of Baron Fintech'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 Fintech'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 Fintech 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 Fintech more accurately as focusing exclusively on Baron Fintech's fundamentals will not take into account other important factors: Baron Fintech 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 |
| 17.77 | 90 days | 17.77 | about 26.02 |
Based on a normal probability distribution, the odds of Baron Fintech to move above the current price in 90 days from now is about 26.02 (This Baron Fintech 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 Fintech has a beta of 0.64 suggesting as returns on the market go up, Baron Fintech average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Baron Fintech will be expected to be much smaller as well. Additionally Baron Fintech 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 Fintech Price Density |
| Price |
Predictive Modules for Baron Fintech
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 Fintech. 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 Fintech Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Fintech is not an exception. The market had few large corrections towards the Baron Fintech'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 Fintech, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Fintech within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | 0.64 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | -0.09 |
Baron Fintech 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 Fintech for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Fintech can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Baron Fintech generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: John Hancock Financial Opportunities Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat | |
| The fund holds about 14.24% of its assets under management (AUM) in cash |
Baron Fintech Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Fintech, and Baron Fintech 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.
| Total Asset | 37.96 M | |||
About Baron Fintech Performance
Evaluating Baron Fintech's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Fintech 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 Fintech 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.
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.Things to note about Baron Fintech performance evaluation
Checking the ongoing alerts about Baron Fintech for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Fintech help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Fintech generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: John Hancock Financial Opportunities Fund Sees Unusually-High Trading Volume - Whats Next - MarketBeat | |
| The fund holds about 14.24% of its assets under management (AUM) in cash |
- Analyzing Baron Fintech'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 Fintech's stock is overvalued or undervalued compared to its peers.
- Examining Baron Fintech'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 Fintech's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Fintech's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Fintech's mutual fund. These opinions can provide insight into Baron Fintech's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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