Baron Growth Fund Manager Performance Evaluation
| BGRFX Fund | USD 58.39 3.20 5.20% |
The fund shows a Beta (market volatility) of 0.29, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Baron Growth's returns are expected to increase less than the market. However, during the bear market, the loss of holding Baron Growth is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Growth Fund are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Baron Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | BTIG Maintains FIGS Buy Recommendation - MSN | 11/13/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.3400 |
Baron |
Baron Growth Relative Risk vs. Return Landscape
If you would invest 4,953 in Baron Growth Fund on November 5, 2025 and sell it today you would earn a total of 886.00 from holding Baron Growth Fund or generate 17.89% return on investment over 90 days. Baron Growth Fund is currently producing 0.321% returns and takes up 3.432% volatility of returns over 90 trading days. Put another way, 30% of traded mutual funds are less volatile than Baron, and 94% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Growth Current Valuation
Undervalued
Today
Please note that Baron Growth's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baron Growth shows a prevailing Real Value of $65.62 per share. The current price of the fund is $58.39. We determine the value of Baron Growth 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 Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Growth'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 58.39 | Real 65.62 | Hype 61.4 | Naive 65.13 |
The intrinsic value of Baron Growth'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 Growth'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 Growth Fund 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 Growth more accurately as focusing exclusively on Baron Growth's fundamentals will not take into account other important factors: Baron Growth 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 |
| 58.39 | 90 days | 58.39 | about 38.34 |
Based on a normal probability distribution, the odds of Baron Growth to move above the current price in 90 days from now is about 38.34 (This Baron Growth Fund probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron Growth Price Density |
| Price |
Predictive Modules for Baron Growth
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 Growth. 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 Growth Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Growth is not an exception. The market had few large corrections towards the Baron Growth'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 Growth Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.30 | |
β | Beta against Dow Jones | 0.29 | |
σ | Overall volatility | 6.98 | |
Ir | Information ratio | 0.08 |
Baron Growth 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 Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Growth 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 Growth had very high historical volatility over the last 90 days | |
| Baron Growth generated five year return of -1.0% | |
| This fund holds 99.56% of its assets under management (AUM) in equities |
Baron Growth Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Growth, and Baron Growth 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 | 24.56 X | |||
| Price To Book | 3.56 X | |||
| Price To Sales | 2.77 X | |||
| Total Asset | 1.3 B | |||
About Baron Growth Performance
Evaluating Baron Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Growth 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 Growth 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 invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.Things to note about Baron Growth performance evaluation
Checking the ongoing alerts about Baron Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Baron Growth had very high historical volatility over the last 90 days | |
| Baron Growth generated five year return of -1.0% | |
| This fund holds 99.56% of its assets under management (AUM) in equities |
- Analyzing Baron Growth'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 Growth's stock is overvalued or undervalued compared to its peers.
- Examining Baron Growth'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 Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Growth's mutual fund. These opinions can provide insight into Baron Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Growth 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 Growth security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |