Baron Emerging Financials
| BEXFX Fund | USD 14.21 0.02 0.14% |
Baron |
Please note that past performance is not an indicator of the future performance of Baron Emerging, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Baron Emerging Fund Summary
Baron Emerging competes with Eaton Vance, Baird Aggregate, Champlain Small, Mfs Emerging, and Victory Trivalent. The fund normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.Specialization | Diversified Emerging Mkts, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US06828M8846 |
| Business Address | Baron Select Funds |
| Mutual Fund Family | Baron Capital Group, Inc. |
| Mutual Fund Category | Diversified Emerging Mkts |
| Benchmark | NYSE Composite |
| Phone | 800 992 2766 |
| Currency | USD - US Dollar |
You should never invest in Baron Emerging Markets without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Baron Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Baron Emerging's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Baron Emerging Key Financial Ratios
Generally speaking, Baron Emerging's financial ratios allow both analysts and investors to convert raw data from Baron Emerging's financial statements into concise, actionable information that can be used to evaluate the performance of Baron Emerging over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Baron Emerging Markets reports annually and quarterly.Baron Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Baron Emerging's current stock value. Our valuation model uses many indicators to compare Baron Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Emerging competition to find correlations between indicators driving Baron Emerging's intrinsic value. More Info.Baron Emerging Markets is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Baron Emerging Markets is roughly 7.84 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Emerging by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Emerging's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Baron Emerging's earnings, one of the primary drivers of an investment's value.Baron Emerging Markets Systematic Risk
Baron Emerging's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Emerging volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Baron Emerging Markets correlated with the market. If Beta is less than 0 Baron Emerging generally moves in the opposite direction as compared to the market. If Baron Emerging Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Emerging Markets is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Emerging is generally in the same direction as the market. If Beta > 1 Baron Emerging moves generally in the same direction as, but more than the movement of the benchmark.
Baron Emerging May 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Baron Emerging help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Emerging Markets. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Emerging Markets based on widely used predictive technical indicators. In general, we focus on analyzing Baron Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Baron Emerging's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7393 | |||
| Information Ratio | 0.0323 | |||
| Maximum Drawdown | 3.39 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.21 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Baron Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Baron Emerging Markets information on this page should be used as a complementary analysis to other Baron Emerging's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.