Morningstar

Baron Global Durable Advantage ETF BCGD

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

Morningstar’s Analysis BCGD

Will BCGD 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 BCGD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCGD 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 BCGD’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Baron Global Durable Advantage ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCGD

More BCGD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

6.90 667,595
Technology

Visa Inc Class A

6.54 632,697
Financial Services

NVIDIA Corp

6.22 601,828
Technology

Amazon.com Inc

5.83 563,856
Consumer Cyclical

Alphabet Inc Class C

5.00 483,385
Communication Services

S&P Global Inc

4.17 403,259
Financial Services

CME Group Inc Class A

4.15 401,446
Financial Services

ASML Holding NV ADR

4.10 396,377
Technology

Eli Lilly and Co

3.49 337,126
Healthcare

Meta Platforms Inc Class A

3.25 314,692
Communication Services

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