BARON Mutual Fund Buy Hold or Sell Recommendation

BRIUX
 Fund
  

USD 13.47  0.07  0.52%   

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding BARON REAL ESTATE is 'Strong Hold'. Macroaxis provides BARON REAL buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding BRIUX positions. The advice algorithm takes into account all of BARON REAL's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from BARON REAL's buy-and-hold perspective. Continue to BARON REAL Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as BARON and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards BARON REAL ESTATE.

Execute BARON REAL Buy or Sell Advice

The BARON recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on BARON REAL ESTATE. Macroaxis does not own or have any residual interests in BARON REAL ESTATE or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute BARON REAL's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell BARON REALBuy BARON REAL
Strong Hold

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon BARON REAL ESTATE has a Risk Adjusted Performance of (0.06), Jensen Alpha of (0.19), Total Risk Alpha of (0.21) and Treynor Ratio of (0.08)
Our trade advice tool can cross-verify current analyst consensus on BARON REAL ESTATE and to analyze the fund potential to grow in the future. Please makes use of BARON REAL number of employees and cash position weight to make buy, hold, or sell decision on BARON REAL ESTATE.

BARON REAL Trading Alerts and Improvement Suggestions

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
The fund holds 97.34% of its assets under management (AUM) in equities

BARON REAL Returns Distribution Density

The distribution of BARON REAL's historical returns is an attempt to chart the uncertainty of BARON REAL's future price movements. The chart of the probability distribution of BARON REAL stock daily returns describes the distribution of returns around its average expected value. We use BARON REAL ESTATE price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of BARON REAL returns is essential to provide solid investment advice for BARON REAL.
Mean Return-0.08Value At Risk-2.76
Potential Upside2.49Standard Deviation1.85
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of BARON REAL historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

BARON REAL Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to BARON REAL or Baron Capital Group, Inc. sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that BARON REAL's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a BARON fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.19
β
Beta against NYSE Composite1.05
σ
Overall volatility
1.86
Ir
Information ratio -0.1

BARON REAL Volatility Alert

BARON REAL ESTATE exhibits very low volatility with skewness of 0.95 and kurtosis of 3.25. However, we advise investors to further study BARON REAL ESTATE technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure BARON REAL's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact BARON REAL's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

BARON REAL Fundamentals Vs Peers

Comparing BARON REAL's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze BARON REAL's direct or indirect competition across all of the common fundamentals between BARON REAL and the related equities. This way, we can detect undervalued stocks with similar characteristics as BARON REAL or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of BARON REAL's fundamental indicators could also be used in its relative valuation, which is a method of valuing BARON REAL by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare BARON REAL to competition
FundamentalsBARON REALPeer Average
One Year Return13.99 %4.15 %
Net Asset132.35 M4.11 B
Minimum Initial Investment5 M976.16 K
Last Dividend Paid0.040.65
Cash Position Weight2.66 %10.61 %
Equity Positions Weight97.34 %63.90 %

About BARON REAL Buy or Sell Advice

When is the right time to buy or sell BARON REAL ESTATE? Buying financial instruments such as BARON Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having BARON REAL in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Recreation Thematic Idea Now

Recreation
Recreation Theme
Companies involved in production and services of recreational goods, foods, and accessories. The Recreation theme has 28 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recreation Theme or any other thematic opportunities.
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Continue to BARON REAL Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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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.