BROLBaron Risk Optimized Large Cap ETF
Seeks capital appreciation.
By Baron Capital Group, Inc. · Launched 2026
Annual Cost
0.45%
#2,268 of 5,947 · average
Fund Size
$3M
#5,462 of 5,947 · small
Return (1Y)Goal
N/A
Track Record
3 months
#5,535 of 5,947 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,333+3.3%
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 = 45.4% of fundmoderately concentrated
NVIDIA CorpNVDA
7.4%
Alphabet Inc Class CGOOG
7.0%
Apple IncAAPL
6.4%
Amazon.com IncAMZN
4.6%
Bank of America CorpBAC
3.8%
Costco Wholesale CorpCOST
3.6%
Broadcom IncAVGO
3.4%
Space Exploration Technologies Corp Class ASPCX
3.2%
Welltower IncWELL
3.1%
Eli Lilly and CoLLY
2.9%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
33.6%
Financial Services
14.1%
Industrials
11.2%
Healthcare
10.2%
Consumer Cyclical
9.9%
Communication
9.7%
Real Estate
5.0%
Consumer Defensive
4.1%
Other
2.2%
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.
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at BROL. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-27