Baron Durable Advantage Fund Quote
| BDAIX Fund | USD 25.51 0.09 0.35% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Baron Durable is trading at 25.51 as of the 10th of June 2024; that is -0.35 percent decrease since the beginning of the trading day. The fund's open price was 25.6. Baron Durable has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Baron Durable Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of March 2024 and ending today, the 10th of June 2024. Click here to learn more.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. Baron Durable is traded on NASDAQ Exchange in the United States. More on Baron Durable Advantage
Moving together with Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Large Growth, Baron Capital Group, Inc., Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of June 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Baron Durable Advantage [BDAIX] is traded in USA and was established 10th of June 2024. The fund is listed under Large Growth category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 81.28 M in assets under management (AUM) with minimum initial investment of 1000 K. Baron Durable Advantage is currently producing year-to-date (YTD) return of 13.08% with the current yeild of 0.0%, while the total return for the last 3 years was 13.42%.
Check Baron Durable Probability Of Bankruptcy
Instrument Allocation
Top Baron Durable Advantage Mutual Fund Constituents
| INTU | Intuit Inc | Stock | Information Technology |
| V | Visa Class A | Stock | Financials |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
| TMO | Thermo Fisher Scientific | Stock | Health Care |
| SPGI | SP Global | Stock | Financials |
| MSFT | Microsoft | Stock | Information Technology |
| MCO | Moodys | Stock | Financials |
Baron Durable Advantage Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Baron Durable market risk premium is the additional return an investor will receive from holding Baron Durable long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Baron Durable. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Baron Durable's alpha and beta are two of the key measurements used to evaluate Baron Durable's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6317 | |||
| Semi Deviation | 0.8583 | |||
| Standard Deviation | 0.821 | |||
| Variance | 0.674 |
Baron Durable Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Durable financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Durable security.
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