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Baron Financials ETF (BCFN)

Financial · Baron Capital Group, Inc. · NASDAQ

FinancialETF
Baron Financials ETF (BCFN) is an exchange-traded fund in the Financial category. It has $46.10M in assets, an expense ratio of 0.80% and a 0.00% dividend yield. Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities.
Assets under management$46.10M
Expense ratio0.80%
CategoryFinancial
Dividend yield0.00%
NAV$22.92
Fund familyBaron Capital Group, Inc.
ExchangeNASDAQ

Top holdings

The largest positions Baron Financials ETF reports, by weight.

HoldingNameWeight
V Visa Inc Class A 5.94%
MA Mastercard Inc Class A 5.56%
BAC Bank of America Corp 4.87%
IBKR Interactive Brokers Group Inc Class A 4.46%
MS Morgan Stanley 4.29%
SCHW Charles Schwab Corp 4.14%
SPGI S&P Global Inc 4.01%
JPM JPMorgan Chase & Co 3.76%
MCO Moodys Corp 3.68%
MSCI MSCI Inc 3.59%

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