BCFN ETF

BCFN ETF
$22.25
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Fund Essentials - as of Sep 12, 2026

Net Assets
-
Expense Ratio
0.80%
Dividend Yield (Current)
-
Holdings
84
Inception Date
Dec 12, 2025
Fund Family
Baron Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD-3.71%
1 Year-13.25%
3 Year+7.76%
5 Year-1.35%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
VVisa Inc Class A6.00%
MAMastercard Inc5.76%
BACBank of America Corp.: Financials5.11%
JPMJpmorgan Chase5.09%
SCHWSchwab Strategic T4.45%
Top 10 Concentration: 45.84%Report Date: Sep 12, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BCFN ETF Overview

BCFN ETF (Baron Financials ETF) is managed by Baron Funds. BCFN expense ratio is 0.80%, holding 84 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2025-12-12.

BCFN performance shows a YTD return of -3.71%. The 1-year return is -13.25% and the 5-year return is -1.35%.

BCFN top holdings include Visa Inc Class A (6.0%), Mastercard Inc (5.8%), Bank of America Corp.: Financials (5.1%), Jpmorgan Chase (5.1%), Schwab Strategic T (4.5%). Go to all BCFN holdings, BCFN sectors, or BCFN dividends.

BCFN can be compared against other funds. Use BCFN overlap to find shared positions, or BCFN vs another fund for a side-by-side view. BCFN alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+4.70%
YTD
-3.71%
1 Year
-13.25%
3 Year
+7.76%

Top 10 Holdings (45.8% of portfolio)

#TickerNameSectorWeight
1VVisa Inc Class AInformation Technology6.00%
2MAMastercard IncFinancials5.76%
3BACBank of America Corp.: FinancialsFinancials5.11%
4JPMJpmorgan ChaseFinancials5.09%
5SCHWSchwab Strategic TFinancials4.45%
6IBKRInteractive Brokers Group IncFinancials4.17%
7MSMorgan StanleyFinancials4.11%
8LPLALpl HoldingsFinancials3.80%
9SPGIS&p Global Inc.Financials3.74%
10MCOMoody'S Corp.Financials3.61%