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Baron WealthBuilder Fund Retail Shares

Baron WealthBuilder Fund Retail Shares

BWBFX Β· NMFQS
BWBFX Β· NMFQS
21.35
USD0.170.80%
Baron WealthBuilder Fund Retail Shares
BWBFX
21.35
USD0.170.80%

Berat Sektor

Sektor
Peratus Ekuiti
Kategori Purata
Teknologi
24.37%
21.82%
Siklikal Pengguna
22.77%
10.19%
Kewangan
19.88%
17.39%
Penjagaan kesihatan
10.31%
11.91%
Hartanah
8.95%
3.10%
Perindustrian
7.96%
11.65%
Perkhidmatan Komunikasi
4.02%
7.38%
Defensif Pengguna
0.91%
6.14%
Bahan Asas
0.71%
3.25%
Tenaga
0.09%
4.46%
Utiliti
0.03%
2.71%
Kerajaan
0.03%
22.94%
Perbandaran
0.03%
1.78%
Korporat
0.03%
17.01%
Disekuritikan
0.03%
13.25%
Tunai dan Setara
0.03%
42.09%
Derivatif
0.03%
2.93%

Wilayah Dunia

Wilayah
Peratus Ekuiti
Kategori Purata
Amerika Utara
78.66%
78.50%
Eropah Terbangun
8.47%
9.11%
Jepun
4.32%
3.36%
United Kingdom
2.43%
3.28%
Asia Muncul
2.10%
2.11%
Asia Terbangun
1.58%
1.79%
Australasia
1.24%
0.77%
Afrika/Tengah Timur
0.57%
0.34%
Amerika Latin
0.48%
0.64%
Eropah Muncul
0.16%
0.08%

Modal Pasaran

Saiz
Portfolio
Kategori Purata
Penanda aras
AverageMarketCap
35.89K USD
110.54K USD
148.22K USD
Medium
40.32%
20.06%
18.04%
Giant
20.57%
35.66%
40.13%
Small
16.79%
7.70%
5.08%
Large
11.18%
23.13%
28.92%
Micro
5.53%
1.64%
0.19%

Penilaian dan Pertumbuhan

Kadar Pertumbuhan
BWBFX.US
Kategori Purata
Harga/Keuntungan Prospektif
27.53%
16.85%
Harga/Aliran Tunai
17.14%
11.00%
Harga/Buku
3.86%
2.72%
Harga/Jualan
3.35%
1.78%
Hasil Dividen
0.84%
2.08%
Kadar Penilaian
BWBFX.US
Kategori Purata
Pendapatan Sejarah
15.14%
2.68%
Pertumbuhan Aliran Tunai
13.37%
3.88%
Pertumbuhan Jualan
12.44%
6.70%
Pendapatan Jangka Panjang
11.94%
9.25%
Pertumbuhan Nilai Buku
9.70%
6.49%

Soalan Lazim

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