BDAFX
Baron Durable Advantage Fund Retail Shares
1W: -0.8%
1M: +0.3%
3M: +1.0%
YTD: +5.2%
1Y: +8.2%
3Y: +78.3%
5Y: +77.9%
$35.08
+0.42 (+1.21%)
Weekly Expected Move ±2.0%
$33
$34
$35
$35
$36
Similar ETFs
20 peers by holdings overlap (30 holdings)
ROGSX
Red Oak Technology Select Fund
53.9%
Shared19 holdings
Total28
AUM$843M
Price$65.74
PBCKX
Principal Blue Chip Fund
48.4%
Shared16 holdings
Total38
AUM$7.5B
Price$41.84
FMAGX
Fidelity Magellan
46.5%
Shared18 holdings
Total51
AUM$25.6B
Price$15.65
APGAX
AB Large Cap Growth Fund Class A
45.7%
Shared11 holdings
Total59
AUM$14.2B
Price$103.25
EOS
Eaton Vance Enhanced Equity Income Fund II
45.6%
Shared14 holdings
Total48
AUM$1.1B
Price$21.34
DGAGX
BNY Mellon Appreciation Fund, Inc. Investor Shares
44.3%
Shared12 holdings
Total42
AUM$1.9B
Price$37.91
ALGRX
Alger Focus Equity Fund Class I
43.8%
Shared8 holdings
Total44
AUM$619M
Price$122.32
PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A
43.5%
Shared12 holdings
Total45
AUM$890M
Price$67.52
ALARX
Alger Capital Appreciation Institutional Fund Class I
43.5%
Shared12 holdings
Total78
AUM$6.9B
Price$63.98
EAFGX
Eaton Vance Focused Growth Opportunities Fund
43.4%
Shared12 holdings
Total33
AUM$114M
Price$26.11
QGRPX
UBS US Quality Growth At Rsnbl Prc P
42.7%
Shared12 holdings
Total31
AUM$314M
Price$19.70
TRBCX
T. Rowe Price Blue Chip Growth Fund
42.6%
Shared13 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
42.6%
Shared13 holdings
Total58
AUM$6.7B
Price$74.83
PREFX
T. Rowe Price Tax-Efficient Equity Fund
42.5%
Shared25 holdings
Total336
AUM$1.6B
Price$96.79
JDCAX
Janus Henderson Forty Fund Class A
42.5%
Shared10 holdings
Total33
AUM$25.3B
Price$60.48
BUFGX
Buffalo Growth
42.3%
Shared12 holdings
Total38
AUM$175M
Price$39.12
JAMRX
Janus Henderson Research Fund
42.3%
Shared15 holdings
Total81
AUM$31.4B
Price$97.77
DFDPX
DF Dent Premier Growth Investor
42.1%
Shared14 holdings
Total37
AUM$196M
Price$36.68
HACAX
Harbor Capital Appreciation Fund Institutional Class
41.9%
Shared11 holdings
Total45
AUM$26.6B
Price$129.68
POGAX
Putnam Large Cap Growth Fund;A
41.7%
Shared12 holdings
Total45
AUM$15.3B
Price$80.87
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BDAFX | $521M | 30 | 59.1% | 3.9 | 1.3 | 1.7 | 39.6% | 44.9% | 1.09% | +21.7% | +35.4% | 61.1 | 6.4 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| PBCKX | $7.5B | 38 | 70.0% | 13.6 | 4.0 | 3.9 | 33.9% | 28.4% | 1.24% | +11.1% | +49.5% | 58.4 | 6.3 |
| FMAGX | $25.6B | 51 | 43.1% | 5.7 | 1.8 | 2.0 | 36.2% | 35.0% | 0.86% | +24.9% | +31.9% | 61.1 | 6.4 |
| APGAX | $14.2B | 59 | 60.7% | 9.1 | 3.0 | 3.4 | 39.5% | 37.5% | 0.64% | +24.3% | +43.4% | 63.3 | 6.3 |
| EOS | $1.1B | 48 | 64.0% | 16.8 | 5.3 | 4.9 | 37.3% | 29.1% | 0.70% | +25.0% | +40.1% | 62.6 | 6.3 |
| DGAGX | $1.9B | 42 | 54.1% | 5.5 | 1.8 | 2.1 | 37.5% | 38.7% | 1.40% | +16.3% | +34.0% | 65.0 | 6.5 |
| ALGRX | $619M | 44 | 61.1% | 4.8 | 1.6 | 2.0 | 38.8% | 40.7% | 0.34% | +25.3% | +55.1% | 57.2 | 6.1 |
| PGROX | $890M | 45 | 49.9% | 5.3 | 1.8 | 2.1 | 38.6% | 39.8% | 1.39% | +19.2% | +38.4% | 65.4 | 6.5 |
| ALARX | $6.9B | 78 | 61.1% | 8.4 | 2.5 | 3.0 | 34.6% | 35.0% | 0.44% | +23.7% | +53.7% | 58.9 | 6.2 |
| EAFGX | $114M | 33 | 67.3% | 15.2 | 4.7 | 4.4 | 36.5% | 29.0% | 0.72% | +22.2% | +41.6% | 64.9 | 6.5 |