Baron Small Cap Fund Manager Performance Evaluation
| BSCFX Fund | USD 27.40 0.02 0.07% |
The fund shows a Beta (market volatility) of 0.89, which signifies possible diversification benefits within a given portfolio. Baron Small returns are very sensitive to returns on the market. As the market goes up or down, Baron Small is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Baron Small Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Baron Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | BTIG Maintains Driven Brands Holdings Buy Recommendation - MSN | 11/04/2025 |
| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.3000 |
Baron |
Baron Small Relative Risk vs. Return Landscape
If you would invest 2,426 in Baron Small Cap on November 5, 2025 and sell it today you would earn a total of 314.00 from holding Baron Small Cap or generate 12.94% return on investment over 90 days. Baron Small Cap is currently producing 0.2162% returns and takes up 1.6653% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Baron, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Baron Small Current Valuation
Undervalued
Today
Please note that Baron Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Baron Small Cap shows a prevailing Real Value of $29.43 per share. The current price of the fund is $27.4. We determine the value of Baron Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Baron Mutual Fund. However, Baron Small'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 27.4 | Real 29.43 | Hype 27.4 | Naive 27.45 |
The intrinsic value of Baron Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Baron Small's fundamentals will not take into account other important factors: Baron Small 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 |
| 27.40 | 90 days | 27.40 | about 24.74 |
Based on a normal probability distribution, the odds of Baron Small to move above the current price in 90 days from now is about 24.74 (This Baron Small Cap probability density function shows the probability of Baron Mutual Fund to fall within a particular range of prices over 90 days) .
Baron Small Price Density |
| Price |
Predictive Modules for Baron Small
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 Small Cap. 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 Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Baron Small is not an exception. The market had few large corrections towards the Baron Small'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 Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Baron Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.89 | |
σ | Overall volatility | 1.86 | |
Ir | Information ratio | 0.04 |
Baron Small 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 Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Baron Small Cap 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 98.84% of its assets under management (AUM) in equities |
Baron Small Fundamentals Growth
Baron Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Baron Small, and Baron Small 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 | 31.36 X | |||
| Price To Book | 3.95 X | |||
| Price To Sales | 2.50 X | |||
| Total Asset | 1.07 B | |||
About Baron Small Performance
Evaluating Baron Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Baron Small 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 Small 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 80 percent of its net assets 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 Small Cap performance evaluation
Checking the ongoing alerts about Baron Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Baron Small Cap 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 98.84% of its assets under management (AUM) in equities |
- Analyzing Baron Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Baron Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Baron Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Baron Small's mutual fund. These opinions can provide insight into Baron Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Baron Mutual Fund
Baron Small 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 Small security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |