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BFIUX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$18.31
Change
-$0.02 (-0.11%)
Net Assets
73.06M

BFIUX Baron FinTech R6 Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Technology
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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 204.45B. The market cap for tickers in the group ranges from 27.78B to 668.6B. V holds the highest valuation in this group at 668.6B. The lowest valued company is TW at 27.78B.

Volume

The average weekly volume growth across all stocks in the Baron FinTech R6 MF was 1%. For the same stocks of the MF, the average monthly volume growth was -12% and the average quarterly volume growth was 17%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 59
Price Growth Rating: 52
SMR Rating: 44
Profit Risk Rating: 33
Seasonality Score: -26 (-100 ... +100)
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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
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BFIUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BFIUX has been closely correlated with VITAX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if BFIUX jumps, then VITAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BFIUX
1D Price
Change %
BFIUX100%
-0.11%
VITAX - BFIUX
80%
Closely correlated
-0.65%
CCIZX - BFIUX
78%
Closely correlated
-1.13%
CCOYX - BFIUX
78%
Closely correlated
-1.13%
SCMIX - BFIUX
78%
Closely correlated
-1.13%
SLMCX - BFIUX
77%
Closely correlated
-1.14%
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