Baron Mutual Fund Buy Hold or Sell Recommendation

BREUX -  USA Fund  

USD 39.12  0.89  2.22%

Assuming the 90 days horizon and your highly speculative risk level, our recommendation regarding Baron Real Estate is 'Buy'. Macroaxis provides Baron Real buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BREUX positions. The advice algorithm takes into account all of Baron Real'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 Real's buy-and-hold perspective. Continue to Baron Real 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 Real Estate.

Execute Baron Real 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 Real Estate. Macroaxis does not own or have any residual interests in Baron Real Estate or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Baron Real's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Baron RealBuy Baron Real
Buy

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds of Distress

Very LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Baron Real Estate has a Risk Adjusted Performance of (0.014535), Jensen Alpha of (0.034446), Total Risk Alpha of (0.06) and Treynor Ratio of (0.14)
Baron Real advice module can be used to check and cross-verify current investment recommendation provided by analysts analyzing the fund's potential to grow using all of fundamental, technical, data market data available at the time. Please makes use of Baron Real number of employees and net asset to make buy, hold, or sell decision on Baron Real Estate.

Baron Real Trading Alerts and Improvement Suggestions

The fund holds about 5.31% of its assets under management (AUM) in cash

Baron Real Returns Distribution Density

The distribution of Baron Real's historical returns is an attempt to chart the future uncertainty of Baron Real's future price movements. The chart of the probability distribution of Baron Real stock daily returns describes the distribution of returns around its average expected value. We use Baron Real Estate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Baron Real returns is essential to provide solid investment advice for Baron Real stock.
Mean Return-0.02Value At Risk-1.5
Potential Upside1.77Standard Deviation1.06
 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 Real 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 Real 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 Real 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 Real 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
-0.03
β
Beta against DOW0.21
σ
Overall volatility
1.11
Ir
Information ratio -0.05

Baron Real Volatility Alert

Baron Real Estate exhibits very low volatility with skewness of 0.46 and kurtosis of 1.85. However, we advise investors to further study Baron Real Estate technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Baron Real'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 Real'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 Real Implied Volatility

Baron Real's implied volatility exposes the market's sentiment of Baron Real Estate stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Baron Real'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 Real stock will not fluctuate a lot when Baron Real's options are near their expiration.

Baron Real Fundamentals Vs Peers

Comparing Baron Real'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 Real's direct or indirect competition across all of the common fundamentals between Baron Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Baron Real or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Baron Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Baron Real by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Baron Real to competition
FundamentalsBaron RealPeer Average
One Year Return24.88 %4.15 %
Three Year Return9.43 %3.60 %
Five Year Return6.41 %3.24 %
Ten Year Return13.63 %1.79 %
Net Asset1.78 B4.11 B
Minimum Initial Investment5 M976.16 K
Last Dividend Paid0.010.65
Cash Position Weight5.31 %10.61 %
Equity Positions Weight94.69 %63.90 %

About Baron Real Buy or Sell Advice

When is the right time to buy or sell Baron Real Estate? 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 Real 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 Real 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 Robots And Drones Thematic Idea Now

Robots And Drones
Robots And Drones Theme
Large technology companies that are involved in development and manufacturing of drones, robots, or robotic equipment across mechanical engineering, electrical engineering, mathematics and computer science fields. Drones and robotics are projected to significantly grow in demand in the next 5 years. Robots And Drones theme has 42 constituents.
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Continue to Baron Real 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 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 Piotroski F Score module to get Piotroski F Score based on binary analysis strategy of nine different fundamentals.

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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.