Baron Emerging Markets Fund Quote
| BEXIX Fund | USD 15.87 0.07 0.44% |
PerformanceModest
| Odds Of DistressLow
|
Baron Emerging is trading at 15.87 as of the 22nd of March 2025; that is 0.44 percent down since the beginning of the trading day. The fund's open price was 15.94. Baron Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests 80 percent of its net assets in equity securities in the form of common stock of growth companies domiciled, headquartered or whose primary business activities or principal trading markets are in developing countries. A developing country is a country included in the MSCI Emerging Markets Index and other countries determined by the Adviser to be developing countries based on classifications made by the International Monetary Fund or on country characteristics similar to those of the countries in the EM index.. More on Baron Emerging Markets
Moving against Baron Mutual Fund
Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Baron Capital Group, Inc. (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Emerging Markets [BEXIX] is traded in USA and was established 22nd of March 2025. Baron Emerging is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 4.89 B in assets under management (AUM) with minimum initial investment of 1000 K. Baron Emerging Markets is currently producing year-to-date (YTD) return of 5.26% with the current yeild of 0.01%, while the total return for the last 3 years was 4.36%.
Check Baron Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| TAL | TAL Education Group | Stock | Consumer Discretionary | |
| MOMO | Hello Group | Stock | Communication Services | |
| WHGRF | WH Group Limited | Pink Sheet | Packaged Foods | |
| YPF | YPF Sociedad Anonima | Stock | Energy | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| GDS | GDS Holdings | Stock | Industrials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| ZLAB | Zai Lab | Stock | Health Care |
Baron Emerging Top Holders
| BWBIX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBFX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity | |
| BWBTX | Baron Wealthbuilder Fund | Mutual Fund | Allocation--85%+ Equity |
Baron Emerging Markets Risk Profiles
| Mean Deviation | 0.8297 | |||
| Semi Deviation | 1.14 | |||
| Standard Deviation | 1.1 | |||
| Variance | 1.21 |
Baron Emerging Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Emerging financial ratios help investors to determine whether Baron Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Baron with respect to the benefits of owning Baron Emerging security.
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