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BGRUX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$86.91
Change
-$0.56 (-0.64%)
Net Assets
5.54B

BGRUX Baron Growth R6 Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Growth
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A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation through long-term investments primarily in securities of small-sized growth companies. The fund invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to $2.5 billion, whichever is larger.

Market Cap

The average market capitalization across the Baron Growth R6 MF is 19.68B. The market cap for tickers in the group ranges from 5.64B to 43.09B. MSCI holds the highest valuation in this group at 43.09B. The lowest valued company is CHH at 5.64B.

Volume

The average weekly volume growth across all stocks in the Baron Growth R6 MF was 24%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 18%

Fundamental Analysis Ratings

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

Valuation Rating: 67
P/E Growth Rating: 64
Price Growth Rating: 56
SMR Rating: 39
Profit Risk Rating: 53
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapGrowth

Profile
Fundamentals
Details
Category
Mid-Cap Growth
Address
Baron Investment Funds Trust767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BGRUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BGRUX has been closely correlated with PCBIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if BGRUX jumps, then PCBIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BGRUX
1D Price
Change %
BGRUX100%
-0.64%
PCBIX - BGRUX
82%
Closely correlated
-0.30%
PMBPX - BGRUX
82%
Closely correlated
-0.28%
PMAQX - BGRUX
82%
Closely correlated
-0.30%
PMBJX - BGRUX
82%
Closely correlated
-0.30%
PEMGX - BGRUX
82%
Closely correlated
-0.29%
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