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BREIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 24 closing price
Price
$41.35
Change
+$0.25 (+0.61%)
Net Assets
2.36B

BREIX Baron Real Estate Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

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

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Las Vegas Sands Corp (NYSE:LVS), DR Horton (NYSE:DHI), Lennar Corp (NYSE:LEN), Wynn Resorts Limited (NASDAQ:WYNN), MGM Resorts International (NYSE:MGM).

Industry description

The investment seeks capital appreciation. The fund normally invests 80% of its net assets for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment ("real estate companies"). It will invest more than 25% of its net assets in the real estate industry.

Market Cap

The average market capitalization across the Baron Real Estate Institutional MF is 49.02B. The market cap for tickers in the group ranges from 10.14B to 120.31B. BX holds the highest valuation in this group at 120.31B. The lowest valued company is MGM at 10.14B.

Volume

The average weekly volume growth across all stocks in the Baron Real Estate Institutional MF was -29%. For the same stocks of the MF, the average monthly volume growth was -60% and the average quarterly volume growth was -33%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 28
Price Growth Rating: 44
SMR Rating: 66
Profit Risk Rating: 64
Seasonality Score: -20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Baron Select Funds767 Fifth Avenue 49th FloorNew York
Phone
N/A
Web
www.baronfunds.com
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BREIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BREIX has been closely correlated with VIMSX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if BREIX jumps, then VIMSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BREIX
1D Price
Change %
BREIX100%
-0.07%
VIMSX - BREIX
89%
Closely correlated
-0.25%
VMCIX - BREIX
89%
Closely correlated
-0.25%
VIMAX - BREIX
89%
Closely correlated
-0.24%
VMCPX - BREIX
89%
Closely correlated
-0.24%
VEMPX - BREIX
88%
Closely correlated
-0.57%
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