Baron Mutual Fund Financials

BREUX -  USA Fund  

USD 39.12  0.89  2.22%

Understanding current and past Baron Real Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Baron Real's financial statements are interrelated, with each one affecting the others. For example, an increase in Baron Real's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Baron Real's financials over time to get the whole picture.
Use fundamental data analysis to double-check all available reported financial drivers of Baron Real Estate to find out if markets are presently mispricing the fund. We are able to break down and analyze data for twelve available fundamental indicators for Baron Real Estate, which can be compared to its rivals. Please make use of Baron Real Estate number of employees and net asset to make a decision on whether Baron Real is priced fairly. Use Baron Real to protect your portfolios against small market fluctuations. The fund experiences an unexpected downward movement. The market is reacting to new fundamentals. Check odds of Baron Real to be traded at $37.56 in 90 days.

Baron Fundamentals 

 
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With this module, you can analyze Baron financials for your investing period. You should be able to track the changes in Baron Real individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Chance Of Financial Distress
Less than 3
Baron Real Estate has less than 3 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Baron Real mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Baron Real's official financial statements usually reflect Baron Real's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Baron Real Estate. For example, before you start analyzing numbers published by Baron accountants, it's critical to develop an understanding of what Baron Real's liquidity, profitability, and earnings quality are in the context of the Baron Capital Group, Inc. space in which it operates.
Please note that past performance is not an indicator of the future performance of Baron Real, 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 Real Company Summary

Baron Real competes with Vanguard Real, Vanguard Real, Cohen Steers, Cohen Steers, and Cohen Steers. The fund normally invests 80 percent 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 . Baron Real is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressBaron Select Funds
Mutual Fund FamilyBaron Capital Group, Inc.
Mutual Fund CategoryReal Estate
BenchmarkDOW
Phone800 992 2766
CurrencyUSD - US Dollar
You should never invest in Baron Real without having analyzed its financial statements. 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 Real's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Baron Real Key Financial Ratios

Generally speaking, Baron Real's financial ratios allow both analysts and investors to convert raw data from Baron Real's financial statements into concise, actionable information that can be used to evaluate the performance of Baron Real 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 Real Estate reports annually and quarterly.

Baron Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Real's current stock value. Our valuation model uses many indicators to compare Baron Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Real competition to find correlations between indicators driving Baron Real's intrinsic value. More Info.
Baron Real Estate is rated below average in net asset among similar funds. It is the top fund in ten year return among similar funds . The ratio of Net Asset to Ten Year Return for Baron Real Estate is about  130,594,277 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Real'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 Real's earnings, one of the primary drivers of an investment's value.

Baron Real Estate Systematic Risk

Baron Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Baron Real 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Baron Real Estate correlated with the market. If Beta is less than 0 Baron Real generally moves in the opposite direction as compared to the market. If Baron Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Baron Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Baron Real is generally in the same direction as the market. If Beta > 1 Baron Real moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Baron Real Financials

What exactly are Baron Real Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Baron Real's income statement, its balance sheet, and the statement of cash flows. Potential Baron Real investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Baron Real investors may use each financial statement separately, they are all related. The changes in Baron Real's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Baron Real's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Baron Real is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Baron grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Baron Real Estate is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Real Estate category is currently estimated at about 129.05 Billion. Baron Real claims roughly 1.78 Billion in net asset contributing just under 2% to funds listed under Real Estate category.

Baron Real December 9, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Baron Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Baron Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Baron Real Estate 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 Real's daily price indicators and compare them against related drivers.
Information Ratio(0.048818)
Maximum Drawdown5.53
Value At Risk(1.50)
Potential Upside1.77
Continue to Trending Equities. Note that the Baron Real Estate information on this page should be used as a complementary analysis to other Baron Real'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 Equity Search module to search for activelly traded equities including funds and ETFs from over 30 global markets.

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When running Baron Real Estate price analysis, check to measure Baron Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Baron Real is operating at the current time. Most of Baron Real's value examination focuses on studying past and present price action to predict the probability of Baron Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Baron Real's price. Additionally, you may evaluate how the addition of Baron Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Baron Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Baron Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.