Industry description
The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects.
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. ("BAMCO" or the "Adviser") 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.
Market Cap
The average market capitalization across the Baron Asset Retail MF is 32.75B. The market cap for tickers in the group ranges from 13.97B to 57B. ROP holds the highest valuation in this group at 57B. The lowest valued company is FDS at 13.97B.
Volume
The average weekly volume growth across all stocks in the Baron Asset Retail MF was 23%. For the same stocks of the MF, the average monthly volume growth was 19% and the average quarterly volume growth was 29%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 79
P/E Growth Rating: 55
Price Growth Rating: 50
SMR Rating: 43
Profit Risk Rating: 51
Seasonality Score: -9 (-100 ... +100)