BARON Mutual Fund Quote

BRIUX
 Fund
  

USD 13.47  0.22  1.66%   

Market Performance
0 of 100
Odds Of Distress
Less than 1
BARON REAL is trading at 13.47 as of the 6th of December 2022; that is 1.66 percent up since the beginning of the trading day. The fund's open price was 13.25. BARON REAL has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for BARON REAL ESTATE are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of December 2020 and ending today, the 6th of December 2022. Click here to learn more.
ISIN
US06828M7285
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. More on BARON REAL ESTATE

Moving together with BARON REAL

+0.68AXPAmerican Express Sell-off TrendPairCorr

Moving against BARON REAL

-0.84GPMFXGUIDEPATH MANAGED FUTURES Potential GrowthPairCorr

BARON REAL Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. BARON REAL's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding BARON REAL or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
BARON REAL ESTATE generated a negative expected return over the last 90 days
BARON REAL ESTATE is unlikely to experience financial distress in the next 2 years
Latest headline from news.google.com: North Iowa Escapades for Dec. 1 - Dec. 7 - Globe Gazette
The fund holds 97.34% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of BARON REAL's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year0.87
Startdate29th of December 2017
BARON REAL ESTATE [BRIUX] is traded in USA and was established 6th of December 2022. The fund is listed under Real Estate category and is part of Baron Capital Group, Inc. family. BARON REAL ESTATE currently has accumulated 132.35 M in assets under management (AUM) with minimum initial investment of 5 M. , while the total return for the last year was 13.99%.
Check BARON REAL Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on BARON Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding BARON Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as BARON REAL ESTATE Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top BARON REAL ESTATE Constituents

BARON REAL Target Price Odds Analysis

Based on a normal probability distribution, the odds of BARON REAL jumping above the current price in 90 days from now is about 31.79%. The BARON REAL ESTATE probability density function shows the probability of BARON REAL mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon BARON REAL has a beta of 0.139 suggesting as returns on the market go up, BARON REAL average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding BARON REAL ESTATE will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. BARON REAL ESTATE is significantly underperforming NYSE Composite.
  Odds Below 13.47HorizonTargetOdds Above 13.47
68.02%90 days
 13.47 
31.79%
Based on a normal probability distribution, the odds of BARON REAL to move above the current price in 90 days from now is about 31.79 (This BARON REAL ESTATE probability density function shows the probability of BARON Mutual Fund to fall within a particular range of prices over 90 days) .

BARON REAL ESTATE Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. BARON REAL market risk premium is the additional return an investor will receive from holding BARON REAL long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in BARON REAL. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although BARON REAL's alpha and beta are two of the key measurements used to evaluate BARON REAL's performance over the market, the standard measures of volatility play an important role as well.

BARON REAL Against Markets

Picking the right benchmark for BARON REAL mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in BARON REAL mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for BARON REAL is critical whether you are bullish or bearish towards BARON REAL ESTATE at a given time.

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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Invested in BARON REAL ESTATE?

The danger of trading BARON REAL ESTATE is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of BARON REAL is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than BARON REAL. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile BARON REAL ESTATE is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. You can also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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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.