Baron Fintech Fund Quote
| BFIIX Fund | USD 16.93 0.44 2.67% |
PerformanceVery Weak
| Odds Of DistressLow
|
Baron Fintech is trading at 16.93 as of the 17th of March 2025; that is 2.67 percent up since the beginning of the trading day. The fund's open price was 16.49. Baron Fintech has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of December 2024 and ending today, the 17th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. More on Baron Fintech
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Baron Mutual Fund Highlights
| Fund Concentration | Baron Capital Group, Inc. Funds, Large Growth Funds, Technology Funds, Technology, Baron Capital Group, Inc., Large Growth, Technology (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Baron Fintech [BFIIX] is traded in USA and was established 17th of March 2025. Baron Fintech is listed under Baron Capital Group, Inc. category by Fama And French industry classification. The fund is listed under Technology category and is part of Baron Capital Group, Inc. family. This fund currently has accumulated 52.27 M in assets under management (AUM) with minimum initial investment of 1000 K. Baron Fintech is currently producing year-to-date (YTD) return of 2.11%, while the total return for the last 3 years was 11.12%.
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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 Fintech 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 Fintech Mutual Fund Constituents
| EPAM | EPAM Systems | Stock | Information Technology | |
| FICO | Fair Isaac | Stock | Information Technology | |
| FIS | Fidelity National Information | Stock | Financials | |
| INTU | Intuit Inc | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| MCO | Moodys | Stock | Financials | |
| MSCI | MSCI Inc | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials |
Baron Fintech Risk Profiles
| Mean Deviation | 0.8793 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.43 | |||
| Risk Adjusted Performance | (0.08) |
Baron Fintech Against Markets
Other Information on Investing in Baron Mutual Fund
Baron Fintech 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 Fintech security.
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