BCFN ETF

BCFN ETF
$22.18
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Fund Essentials - as of Oct 3, 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-13.79%
1 Year-13.25%
3 Year+7.76%
5 Year-1.35%

Asset Allocation

Stocks: 98.65%
Cash: 1.35%
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Top Holdings

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TickerNameWeight
VVisa Inc Class A6.23%
MAMastercard Inc5.97%
JPMJpmorgan Chase5.07%
BACBank of America Corp.: Financials4.67%
IBKRInteractive Brokers Group Inc4.30%
Top 10 Concentration: 45.37%Report Date: Oct 3, 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 -13.79%. The 1-year return is -13.25% and the 5-year return is -1.35%.

BCFN top holdings include Visa Inc Class A (6.2%), Mastercard Inc (6.0%), Jpmorgan Chase (5.1%), Bank of America Corp.: Financials (4.7%), Interactive Brokers Group Inc (4.3%). 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
-10.47%
YTD
-13.79%
1 Year
-13.25%
3 Year
+7.76%

Top 10 Holdings (45.4% of portfolio)

#TickerNameSectorWeight
1VVisa Inc Class AInformation Technology6.23%
2MAMastercard IncFinancials5.97%
3JPMJpmorgan ChaseFinancials5.07%
4BACBank of America Corp.: FinancialsFinancials4.67%
5IBKRInteractive Brokers Group IncFinancials4.30%
6SCHWSchwab Strategic TFinancials4.28%
7MSMorgan StanleyFinancials3.89%
8SPGIS&p Global Inc.Financials3.75%
9LPLALpl HoldingsFinancials3.63%
10MCOMoody'S Corp.Financials3.58%