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BCFNBaron Financials ETF

Grow my money#2287 of 2944 for Grow my money

The investment goal is capital appreciation.

Baron Capital Group, Inc. · Since 2019 (6 years)

Annual Cost

0.80%

#3981 out of 5,332 ETFs

Fund Size

$46M

#3423 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

6 years

#2075 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
98.8%
Cash
1.2%

Sector breakdown

Financial Services
77.3%
Technology
15.4%
Consumer Cyclical
3.7%
Industrials
3.6%

Top holdings

Mastercard Inc Class AMA5.6%
Visa Inc Class AV5.5%
S&P Global IncSPGI5.5%
Charles Schwab CorpSCHW4.4%
LPL Financial Holdings IncLPLA4.0%
MercadoLibre IncMELI3.6%
Interactive Brokers Group Inc Class AIBKR3.5%
KKR & Co Inc Ordinary SharesKKR3.5%
Tradeweb Markets IncTW3.5%
CME Group Inc Class ACME3.5%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-21.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05