BCGDBaron Global Durable Advantage ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2025
Annual Cost
0.75%
#3,925 of 5,861 · average
Fund Size
$10M
#4,904 of 5,861 · small
Return (1Y)Goal
N/A
Track Record
8 months
#4,993 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,562+5.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 47.4% of fundmoderately concentrated
Taiwan Semiconductor Manufacturing Co Ltd
7.0%
NVIDIA Corp
6.3%
Amazon.com Inc
6.0%
Visa Inc
5.3%
Alphabet Inc
5.0%
S&P Global Inc
4.4%
ASML Holding NV
3.9%
Brookfield Corp
3.4%
Meta Platforms Inc
3.3%
CME Group Inc
2.9%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Technology
28.6%
Financial Services
21.5%
Consumer Cyclical
15.3%
Industrials
11.6%
Communication
11.4%
Healthcare
6.0%
Consumer Defensive
2.8%
Real Estate
2.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-13.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- New York Stock Exchange
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of established and developing countries, targeting well-managed businesses with competitive advantages. At least 40% of net assets will be in stocks of companies outside the U.S., with a focus on companies in the MSCI ACWI Index (USD).
- Inception date
- December 12, 2025
- Fund family
- Baron Capital Group, Inc.
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Data updated on 2026-08-04