Baron Durable Advantage Fund Equity Positions Weight

BDAUX Fund  USD 25.02  0.02  0.08%   
Baron Durable Advantage fundamentals help investors to digest information that contributes to Baron Durable's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. The fundamental analysis module provides a way to measure Baron Durable's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Durable mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Baron Equity Positions Weight Analysis

Baron Durable's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Stock Percentage

 = 

% of Equities

in the fund

More About Equity Positions Weight | All Equity Analysis

Current Baron Durable Equity Positions Weight

    
  97.36 %  
Most of Baron Durable's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Baron Durable Advantage is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Competition

Baron Durable Equity Positions Weight Component Assessment

According to the company disclosure, Baron Durable Advantage has an Equity Positions Weight of 97%. This indicator is about the same for the Baron Capital Group average (which is currently at 99.24) family and significantly higher than that of the Large Growth category. The equity positions weight for all United States funds is notably lower than that of the firm.

Baron Equity Positions Weight Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Durable's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Baron Durable could also be used in its relative valuation, which is a method of valuing Baron Durable by comparing valuation metrics of similar companies.
Baron Durable is currently under evaluation in equity positions weight among similar funds.

Fund Asset Allocation for Baron Durable

The fund consists of 97.36% investments in stocks, with the rest of investments allocated between different money market instruments.
Asset allocation divides Baron Durable's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Baron Fundamentals

About Baron Durable Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Baron Durable Advantage's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Durable using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Durable Advantage based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests primarily in equity securities in the form of common stock of U.S. large-sized companies. The Adviser seeks to invest primarily in what the adviser believes are unique, well-managed, competitively advantaged businesses that generate significant excess free cash flow that is consistently returned to shareholders in the form of stock buybacks andor dividends.

Pair Trading with Baron Durable

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Baron Durable position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Baron Durable will appreciate offsetting losses from the drop in the long position's value.

Moving together with Baron Mutual Fund

  0.63BIGUX Baron Intl GrowthPairCorr
  0.8BREUX Baron Real EstatePairCorr
  0.98BIOUX Baron Opportunity FundPairCorr

Moving against Baron Mutual Fund

  0.67BPTUX Baron PartnersPairCorr
The ability to find closely correlated positions to Baron Durable could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Baron Durable when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Baron Durable - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Baron Durable Advantage to buy it.
The correlation of Baron Durable is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Baron Durable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Durable Advantage moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Baron Durable can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Baron Durable Piotroski F Score and Baron Durable Altman Z Score analysis.
You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

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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 if Baron Durable is a good investment 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.