BARON Fundamentals

BRIUX
 Fund
  

USD 13.25  0.10  0.76%   

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. The fundamental analysis module provides a way to measure BARON REAL'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 REAL 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 Minimum Initial Investment Analysis

BARON REAL's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis

Current BARON REAL Minimum Initial Investment

    
  5 M  
Most of BARON REAL's fundamental indicators, such as Minimum Initial Investment, 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.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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BARON REAL Minimum Initial Investment Component Assessment

Based on the recorded statements, BARON REAL ESTATE has a Minimum Initial Investment of 5 M. This is much higher than that of the Baron Capital Group, Inc. family and significantly higher than that of the Real Estate category. The minimum initial investment 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 minimum initial investment among similar funds. It is the top fund in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for BARON REAL ESTATE is about  1,879,699 . 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.

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Volatility Analysis

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Fund Asset Allocation for BARON REAL

The fund consists of 97.34% 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 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.
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.

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

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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 BARON REAL Piotroski F Score and BARON REAL Altman Z Score analysis. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum 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.