RONBBaron First Principles ETF
Grow my money#1804 of 2944 for Grow my money
The fund is a non-diversified fund that, under normal circumstances, invests primarily in equity securities (including depositary receipts) of U.S. growth companies of any market capitalization. It is non-diversified.
Baron Capital Group, Inc. · Since 2025 (5 months)
Annual Cost
1.00%
#4747 out of 5,332 ETFs
Fund Size
$278M
#1860 out of 5,332 ETFs
Dividend Yield
—
Track Record
5 months
#5067 out of 5,332 ETFs
Performance
1 Year
N/A
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
multi cap
Focus
ESG
Asset allocation
Stocks
99.7%
Cash
0.3%
Sector breakdown
Consumer Cyclical
38.7%
Financial Services
28.0%
Technology
14.7%
Industrials
7.2%
Communication
6.9%
Real Estate
2.3%
Healthcare
2.2%
Top holdings
Tesla IncTSLA13.3%
MSCI IncMSCI6.7%
Shopify Inc Registered Shs -A- Subord VtgSHOP5.2%
Verisk Analytics IncVRSK4.8%
Charles Schwab CorpSCHW4.7%
Hyatt Hotels Corp Class AH4.6%
Gartner IncIT4.3%
Spotify Technology SASPOT4.3%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-13.1%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Similar ETFs
Data updated on 2026-05-05