BROL – Baron Risk Optimized Large Cap ETF – ETF Investment Strategy

Strategy

The investment seeks capital appreciation. Under normal circumstances, invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (including depositary receipts) of U.S. large-sized companies.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BROL	Baron Risk Optimized Large Cap ETF	ETF	Open	—	—	May 26, 2026	$303.00M	0.450%	—	—	—

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Baron Risk Optimized Large Cap ETF BROL Strategy

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