MENU
+Compare
BDFIX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$33.62
Change
-$0.62 (-1.81%)
Net Assets
1.69B

BDFIX Baron Discovery Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies... Show more

Category: #Small Growth
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks capital appreciation through investments primarily in securities of small-sized growth companies. The fund is a diversified fund that invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. The Adviser seeks to invest in businesses the adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Market Cap

The average market capitalization across the Baron Discovery Institutional MF is 16.42B. The market cap for tickers in the group ranges from 3.52B to 60.77B. AXON holds the highest valuation in this group at 60.77B. The lowest valued company is AXNX at 3.52B.

Volume

The average weekly volume growth across all stocks in the Baron Discovery Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was 20%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 86
P/E Growth Rating: 32
Price Growth Rating: 57
SMR Rating: 76
Profit Risk Rating: 57
Seasonality Score: 11 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
WNC10.360.01
+0.10%
Wabash National Corp
GLUE4.91-0.01
-0.20%
Monte Rosa Therapeutics
AON353.00-2.78
-0.78%
Aon plc
AWI151.27-2.83
-1.84%
Armstrong World Industries
DRIO0.67-0.03
-4.52%
DarioHealth Corp

BDFIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BDFIX has been closely correlated with VSGAX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if BDFIX jumps, then VSGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BDFIX
1D Price
Change %
BDFIX100%
-1.81%
VSGAX - BDFIX
93%
Closely correlated
-1.64%
VEXPX - BDFIX
89%
Closely correlated
-1.64%
VEXRX - BDFIX
89%
Closely correlated
-1.64%
VSGIX - BDFIX
89%
Closely correlated
-1.63%
VISGX - BDFIX
89%
Closely correlated
-1.64%
More