Baron Financials ETF BCFN

Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BCFN

Will BCFN outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Financials ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings BCFN

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

6.823M
Financial Services

Mastercard Inc Class A

6.623M
Financial Services

JPMorgan Chase & Co

5.012M
Financial Services

S&P Global Inc

4.282M
Financial Services

Bank of America Corp

4.222M
Financial Services

Moodys Corp

3.872M
Financial Services

MSCI Inc

3.742M
Financial Services

Charles Schwab Corp

3.632M
Financial Services

Morgan Stanley

3.572M
Financial Services

Interactive Brokers Group Inc Class A

3.482M
Financial Services

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