Baron Mutual Fund Buy Hold or Sell Recommendation

BDAUX -  USA Fund  

USD 19.30  0.03  0.16%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Baron Durable Advantage is 'Strong Hold'. Macroaxis provides Baron Durable buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BDAUX positions. The advice algorithm takes into account all of Baron Durable's available fundamental, technical, and predictive indicators you will find on this site.

Baron Advice 

 
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The advice is provided from Baron Durable's buy-and-hold perspective. Continue to Baron Durable Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Baron and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Baron Durable Advantage.

Execute Baron Durable Buy or Sell Advice

The Baron recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Baron Durable Advantage. Macroaxis does not own or have any residual interests in Baron Durable Advantage or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Baron Durable's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Baron DurableBuy Baron Durable
Strong Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Baron Durable Advantage has a Risk Adjusted Performance of 0.035, Jensen Alpha of (0.02381), Total Risk Alpha of (0.045322), Sortino Ratio of (0.022108) and Treynor Ratio of 0.0345
Our trade advice tool can cross-verify current analyst consensus on Baron Durable Advantage and to analyze the fund potential to grow in the current economic cycle. Please makes use of Baron Durable number of employees and cash position weight to make buy, hold, or sell decision on Baron Durable Advantage.

Baron Durable Trading Alerts and Improvement Suggestions

Baron Durable generated a negative expected return over the last 90 days
Baron Durable is unlikely to experience financial distress in the next 2 years
The fund holds 95.02% of its assets under management (AUM) in equities

Baron Durable Returns Distribution Density

The distribution of Baron Durable's historical returns is an attempt to chart the future uncertainty of Baron Durable's future price movements. The chart of the probability distribution of Baron Durable stock daily returns describes the distribution of returns around its average expected value. We use Baron Durable Advantage price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baron Durable returns is essential to provide solid investment advice for Baron Durable stock.
Mean Return0.043Value At Risk-2.16
Potential Upside1.89Standard Deviation1.07
 Return Density 
      Distribution 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Baron Durable historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Baron Durable Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Baron Durable or Baron Capital Group, Inc. sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Baron Durable stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Baron stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.02
β
Beta against DOW0.96
σ
Overall volatility
1.05
Ir
Information ratio -0.02

Baron Durable Volatility Alert

Baron Durable Advantage has relatively low volatility with skewness of -0.34 and kurtosis of 0.11. However, we advise all investors to independently investigate Baron Durable Advantage to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baron Durable's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Baron Durable's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Baron Durable Implied Volatility

Baron Durable's implied volatility exposes the market's sentiment of Baron Durable Advantage stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Baron Durable's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Baron Durable stock will not fluctuate a lot when Baron Durable's options are near their expiration.

Baron Durable Fundamentals Vs Peers

Comparing Baron Durable's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Baron Durable's direct or indirect competition across all of the common fundamentals between Baron Durable and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baron Durable or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Baron Durable's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baron Durable by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Baron Durable to competition
FundamentalsBaron DurablePeer Average
One Year Return23.73 %4.15 %
Net Asset28.83 M4.11 B
Minimum Initial Investment5 M976.16 K
Last Dividend Paid0.010.65
Cash Position Weight4.98 %10.61 %
Equity Positions Weight95.02 %63.90 %

Baron Durable Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Baron . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Daily Balance Of Power(9,223,372,036,855)
Rate Of Daily Change1.0
Day Median Price19.3
Day Typical Price19.3
Price Action Indicator(0.015)

About Baron Durable Buy or Sell Advice

When is the right time to buy or sell Baron Durable Advantage? Buying financial instruments such as Baron Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Baron Durable investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Baron Durable in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Gold and Gold Mining Thematic Idea Now

Gold and Gold Mining
Gold and Gold Mining Theme
Large and mid-size companies, ETFs and funds that are either investing, exploring or producing, gold or indirectly involved in trading or making gold products. Gold and Gold Mining theme has 100 constituents.
View All  Next Launch Gold and Gold Mining
Continue to Baron Durable Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Baron Durable Advantage information on this page should be used as a complementary analysis to other Baron Durable'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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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When running Baron Durable Advantage price analysis, check to measure Baron Durable'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 Durable is operating at the current time. Most of Baron Durable's value examination focuses on studying past and present price action to predict the probability of Baron Durable's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Baron Durable's price. Additionally, you may evaluate how the addition of Baron Durable to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Baron Durable's value and its price as these two are different measures arrived at by different means. Investors typically determine Baron Durable value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Baron Durable'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.