Baron Small Cap Fund Manager Performance Evaluation
| BSFIX Fund | USD 31.36 0.27 0.85% |
The fund shows a Beta (market volatility) of -0.0918, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Baron Small are expected to decrease at a much lower rate. During the bear market, Baron Small is likely to outperform the market.
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 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Baron Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 28th of January 2025 | |
| Expense Ratio | 1.0500 |
Baron |
Baron Small Relative Risk vs. Return Landscape
If you would invest 2,836 in Baron Small Cap on October 28, 2025 and sell it today you would earn a total of 300.00 from holding Baron Small Cap or generate 10.58% return on investment over 90 days. Baron Small Cap is currently producing 0.1767% returns and takes up 1.57% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Baron, and 97% 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 out of control at this time. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. Baron Small Cap prevailing Real Value cannot be determined due to lack of data. The current price of Baron Small Cap is $31.36. 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 31.36 | Real 0.0 | Hype 0.0 |
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 |
| 31.36 | 90 days | 31.36 | about 10.54 |
Based on a normal probability distribution, the odds of Baron Small to move above the current price in 90 days from now is about 10.54 (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) .
Assuming the 90 days horizon Baron Small Cap has a beta of -0.0918 suggesting as returns on the benchmark increase, returns on holding Baron Small are expected to decrease at a much lower rate. During a bear market, however, Baron Small Cap is likely to outperform the market. Additionally Baron Small Cap has an alpha of 0.1561, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). 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 | 0.16 | |
β | Beta against Dow Jones | -0.09 | |
σ | Overall volatility | 1.95 | |
Ir | Information ratio | 0.05 |
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 about 6.89% of its assets under management (AUM) in cash |
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 | 28.07 X | |||
| Price To Book | 4.16 X | |||
| Price To Sales | 2.78 X | |||
| Total Asset | 2.15 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. Baron Small is traded on NASDAQ Exchange in the United States.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 about 6.89% of its assets under management (AUM) in cash |
- 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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing |