Morningstar

Baron Technology ETF BCTK

Morningstar Medalist Rating
Medalist Rating as of | See Baron Capital Investment Hub

Morningstar’s Analysis BCTK

Will BCTK outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCTK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCTK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCTK’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Technology ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCTK

More BCTK Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.28 18M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.89 17M
Technology

Lam Research Corp

6.80 17M
Technology

Space Exploration Technologies Corp Class A

6.26 15M
Industrials

Alphabet Inc Class C

6.20 15M
Communication Services

Micron Technology Inc

5.04 12M
Technology

Spotify Technology SA

4.87 12M
Communication Services

Advanced Micro Devices Inc

4.43 11M
Technology

Amazon.com Inc

4.29 11M
Consumer Cyclical

Broadcom Inc

3.85 10M
Technology

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