MENU
+Compare
BFIUX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$18.11
Change
-$0.33 (-1.79%)
Net Assets
71.7M

BFIUX Baron FinTech R6 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

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

Notable companies

The most notable companies in this group are VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU).

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.

Market Cap

The average market capitalization across the Baron FinTech R6 MF is 178.42B. The market cap for tickers in the group ranges from 22.02B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is TW at 22.02B.

Volume

The average weekly volume growth across all stocks in the Baron FinTech R6 MF was 83%. For the same stocks of the MF, the average monthly volume growth was 54% and the average quarterly volume growth was 78%

Fundamental Analysis Ratings

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

Valuation Rating: 78
P/E Growth Rating: 47
Price Growth Rating: 48
SMR Rating: 45
Profit Risk Rating: 26
Seasonality Score: 34 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category Technology

Profile
Fundamentals
Details
Category
Technology
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BSMQ23.52-0.02
-0.08%
Invesco BulletShares 2026 Muncpl Bd ETF
FID19.17-0.21
-1.08%
First Trust S&P Int Div Aristocrats ETF
PRCS24.71-0.36
-1.42%
Parnassus Core Select ETF
VIOO98.16-1.93
-1.93%
Vanguard S&P Small-Cap 600 ETF
IQDG38.91-0.83
-2.09%
WisdomTree International Qual Div Gr ETF

BFIUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BFIUX has been closely correlated with SCMIX. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if BFIUX jumps, then SCMIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFIUX
1D Price
Change %
BFIUX100%
-1.79%
SCMIX - BFIUX
77%
Closely correlated
-1.89%
FSCSX - BFIUX
74%
Closely correlated
-1.79%
VITAX - BFIUX
72%
Closely correlated
-1.65%
SCIRX - BFIUX
71%
Closely correlated
-1.88%
PRGTX - BFIUX
65%
Loosely correlated
-1.66%
More