BROLBaron Risk Optimized Large Cap ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2026
Annual Cost
0.45%
#2,175 of 5,699 · average
Fund Size
$2M
#5,425 of 5,699 · small
Return (1Y)Goal
N/A
Track Record
2 months
#5,542 of 5,699 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,176+1.8%
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 = 46.2% of fundmoderately concentrated
Alphabet Inc Class CGOOG
7.9%
NVIDIA CorpNVDA
7.9%
Amazon.com IncAMZN
5.5%
Apple IncAAPL
4.5%
Costco Wholesale CorpCOST
4.2%
Broadcom IncAVGO
3.9%
Spotify Technology SASPOT
3.5%
Bank of America CorpBAC
3.1%
Eli Lilly and CoLLY
2.8%
Welltower IncWELL
2.8%
Asset allocation
Stocks
100.0%
By sector
Technology
34.8%
Financial Services
13.3%
Communication
12.5%
Consumer Cyclical
11.3%
Healthcare
9.6%
Industrials
7.1%
Real Estate
4.6%
Consumer Defensive
4.2%
Other
2.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-4.7%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
- Actively manages a diversified portfolio primarily invested in equity securities of U.S. large-sized companies, defined as those within the S&P 500 Index. The Adviser employs fundamental research and quantitative modeling to identify businesses with growth potential and sustainable competitive advantages.
- Inception date
- May 26, 2026
- Fund family
- Baron Capital Group, Inc.
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Data updated on 2026-07-12