BARON REAL Financial Statements From 2010 to 2022

BRIUX
 Fund
  

USD 13.26  0.05  0.38%   

BARON REAL financial statements provide useful quarterly and yearly information to potential BARON REAL ESTATE investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on BARON REAL financial statements helps investors assess BARON REAL's valuation, profitability, and current liquidity needs.
BARON REAL ESTATE does not right now have any fundamental signals for analysis.
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Check BARON REAL financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among BARON main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . BARON financial statements analysis is a perfect complement when working with BARON REAL Valuation or Volatility modules. It can also supplement various BARON REAL Technical models . Continue to the analysis of BARON REAL Correlation against competitors.

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

    
  97.34 %  
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.
Compare to competition

BARON REAL Equity Positions Weight Component Assessment

According to the company disclosure, BARON REAL ESTATE has an Equity Positions Weight of 97%. 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 the top fund in net asset among similar funds. It is the top fund in equity positions weight among similar funds . The ratio of Net Asset to Equity Positions Weight for BARON REAL ESTATE is about  1,359,667 . 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.

About BARON REAL Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include BARON REAL income statement, its balance sheet, and the statement of cash flows. BARON REAL investors use historical funamental indicators, such as BARON REAL's revenue or net income, to determine how well the company is positioned to perform in the future. Although BARON REAL investors may use each financial statement separately, they are all related. The changes in BARON REAL's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on BARON REAL's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on BARON REAL Financial Statements. Understanding these patterns can help to make the right decision on long term investment in BARON REAL. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in real estate income-producing securities and other real estate securities of any market capitalization, including common stocks and equity securities, debt and preferred securities, non-U.S. real estate income-producing securities, and any other real estate-related yield securities. Baron Real is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BARON REAL without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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.

Moving together with BARON REAL

+0.77AXPAmerican Express Sell-off TrendPairCorr
The ability to find closely correlated positions to BARON REAL 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 REAL 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 REAL - 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 REAL ESTATE to buy it.
The correlation of BARON REAL is a statistical measure of how it moves in relation to other equities. 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 REAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BARON REAL ESTATE 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 REAL 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
Continue to the analysis of BARON REAL Correlation against competitors. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

Complementary Tools for analysis

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.