Baron Asset Equity Positions Weight vs. Price To Book
| BARAX Fund | USD 113.58 0.04 0.04% |
For Baron Asset profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Baron Asset to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Baron Asset Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Baron Asset's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Baron Asset Fund over time as well as its relative position and ranking within its peers.
Baron |
Baron Asset Fund Price To Book vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Baron Asset's current stock value. Our valuation model uses many indicators to compare Baron Asset value to that of its competitors to determine the firm's financial worth. Baron Asset Fund is the top fund in equity positions weight among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.04 of Price To Book per Equity Positions Weight. The ratio of Equity Positions Weight to Price To Book for Baron Asset Fund is roughly 23.91 . 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 Asset's earnings, one of the primary drivers of an investment's value.Baron Price To Book vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Baron Asset |
| = | 99.22 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Baron Asset |
| = | 4.15 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Baron Price To Book Comparison
Baron Asset is currently under evaluation in price to book among similar funds.
Baron Asset Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Baron Asset, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Baron Asset will eventually generate negative long term returns. The profitability progress is the general direction of Baron Asset's change in net profit over the period of time. It can combine multiple indicators of Baron Asset, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. defines mid-sized companies as those, at the time of purchase, with market capitalizations above 2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.
Baron Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Baron Asset. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Baron Asset position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Baron Asset's important profitability drivers and their relationship over time.
Use Baron Asset in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baron Asset position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baron Asset will appreciate offsetting losses from the drop in the long position's value.Baron Asset Pair Trading
Baron Asset Fund Pair Trading Analysis
The ability to find closely correlated positions to Baron Asset could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baron Asset when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baron Asset - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baron Asset Fund to buy it.
The correlation of Baron Asset is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baron Asset moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Asset Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baron Asset can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Baron Asset position
In addition to having Baron Asset in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Asset Management Thematic Idea Now
Asset Management
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Asset Management Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Baron Mutual Fund
To fully project Baron Asset's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Baron Asset Fund at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Baron Asset's income statement, its balance sheet, and the statement of cash flows.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Global Correlations Find global opportunities by holding instruments from different markets |