BCFNBaron Financials ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2019
Annual Cost
0.80%
#4,522 of 6,040 · expensive
Fund Size
$50M
#3,743 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
6 years
#2,016 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$8,984-10.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 42.9% of fundmoderately concentrated
Mastercard Inc
5.6%
Visa Inc
5.5%
S&P Global Inc
5.5%
Charles Schwab Corp/The
4.4%
LPL Financial Holdings Inc
4.0%
MercadoLibre Inc
3.6%
Interactive Brokers Group Inc
3.6%
KKR & Co Inc
3.5%
Tradeweb Markets Inc
3.5%
CME Group Inc
3.5%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
81.1%
Technology
10.0%
Industrials
5.7%
Consumer Cyclical
3.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-21.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of Financials and Financials-related companies of any market capitalization, with at least 80% of net assets allocated to this sector. May include foreign stocks, limited to 35% of total assets in non-U.S. securities.
- Inception date
- December 31, 2019
- Fund family
- Baron Capital Group, Inc.
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Data updated on 2026-09-18