Baron Fundamentals

BREUX -  USA Fund  

USD 39.12  0.000001  0.00%

Baron Real Estate fundamentals help investors to digest information that contributes to Baron Real's financial success or failures. It also enables traders to predict the movement of Baron Mutual Fund. This fundamental analysis module provides a way for investors to measures Baron Real's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Baron Real mutual fund. Please note, 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 Fundamentals 

 
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Baron Equity Positions Weight Analysis

Baron Real'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 Real Equity Positions Weight

    
  94.69 %  
Most of Baron Real'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 Real Estate 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.
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Baron Real Equity Positions Weight Component Assessment

According to the company disclosure, Baron Real Estate has an Equity Positions Weight of 94%. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Real Estate category. The equity positions weight for all United States funds is notably lower than that of the firm.

Baron Real Estate Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Baron Real's current stock value. Our valuation model uses many indicators to compare Baron Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Baron Real competition to find correlations between indicators driving Baron Real's intrinsic value. More Info.
Baron Real Estate is rated below average in equity positions weight among similar funds. It is the top fund in one year return among similar funds reporting about  0.26  of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Baron Real Estate is roughly  3.81 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Baron Real by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Baron Real'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 Real's earnings, one of the primary drivers of an investment's value.

Baron Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Baron Real's direct or indirect competition against its Net Asset 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 Real could also be used in its relative valuation, which is a method of valuing Baron Real by comparing valuation metrics of similar companies.
Baron Real is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for Baron Real

The fund consists of 94.69% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Baron Fundamentals

About Baron Real Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Baron Real Estate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Baron Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Baron Real Estate 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 for the long term in equity securities in the form of common stock of U.S. and non-U.S. real estate and real estate-related companies of any market capitalization, and in companies which, in the opinion of the Adviser, own significant real estate assets at the time of investment . Baron Real is traded on NASDAQ Exchange in the United States.

Baron Real Investors Sentiment

The influence of Baron Real's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Baron. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Baron Real in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Baron Real's short interest history, or implied volatility extrapolated from Baron Real options trading.

Current Sentiment - BREUX

Baron Real Estate Investor Sentiment

Most of Macroaxis users are currently bullish on Baron Real Estate. What is your opinion about investing in Baron Real Estate? Are you bullish or bearish?
Bullish
Bearish
98% Bullish
2% Bearish
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Pair Trading with Baron Real

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

Baron Real Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Baron Real and Vanguard Real Estate. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Continue to Baron Real Piotroski F Score and Baron Real Altman Z Score analysis. 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 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 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.