Baron Emerging Markets Fund Fundamentals

BEXIX Fund  USD 13.41  0.41  0.00%   
Baron Emerging Markets fundamentals help investors to digest information that contributes to Baron Emerging'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 Emerging'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 Emerging 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 Three Year Return Analysis

Baron Emerging's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Baron Emerging Three Year Return

    
  (8.73) %  
Most of Baron Emerging's fundamental indicators, such as Three Year Return, 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 Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Baron Emerging Three Year Return Component Assessment

Based on the latest financial disclosure, Baron Emerging Markets has a Three Year Return of -8.7338%. This is much lower than that of the Baron Capital Group, Inc. family and significantly lower than that of the Family category. The three year return for all United States funds is notably higher than that of the company.

Baron Emerging Markets Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Emerging's current stock value. Our valuation model uses many indicators to compare Baron Emerging value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Emerging competition to find correlations between indicators driving Baron Emerging's intrinsic value. More Info.
Baron Emerging Markets is the top fund in price to sales among similar funds. It is the top fund in year to date return among similar funds creating about  1.09  of Year To Date Return per Price To Sales. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Emerging by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Emerging'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 Emerging's earnings, one of the primary drivers of an investment's value.

Baron Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Emerging's direct or indirect competition against its Five Year Return 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 Emerging could also be used in its relative valuation, which is a method of valuing Baron Emerging by comparing valuation metrics of similar companies.
Baron Emerging is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Baron Emerging

The fund consists of 92.85% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Baron Emerging'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 Emerging Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Baron Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Emerging Markets 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 normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. Baron Emerging is traded on NASDAQ Exchange in the United States.

Pair Trading with Baron Emerging

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 Emerging 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 Emerging will appreciate offsetting losses from the drop in the long position's value.

Moving together with Baron Mutual Fund

  0.86VEMAX Vanguard Emerging MarketsPairCorr
  0.86VEIEX Vanguard Emerging MarketsPairCorr
  0.86VEMIX Vanguard Emerging MarketsPairCorr
  0.86VEMRX Vanguard Emerging MarketsPairCorr
  0.77FWWNX American Funds NewPairCorr
The ability to find closely correlated positions to Baron Emerging 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 Emerging 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 Emerging - 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 Emerging Markets to buy it.
The correlation of Baron Emerging 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 Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Baron Emerging Markets 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 Emerging 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 Emerging Piotroski F Score and Baron Emerging Altman Z Score analysis.
You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

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