Morningstar

Baron Financials ETF BCFN

Morningstar Medalist Rating
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.

  • Process Pillar

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

  • People Pillar

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

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BCFN

More BCFN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

6.70 3M
Financial Services

Mastercard Inc Class A

6.36 3M
Financial Services

JPMorgan Chase & Co

5.02 2M
Financial Services

Bank of America Corp

4.32 2M
Financial Services

S&P Global Inc

4.20 2M
Financial Services

Charles Schwab Corp

3.81 2M
Financial Services

Moodys Corp

3.77 2M
Financial Services

Interactive Brokers Group Inc Class A

3.71 2M
Financial Services

MSCI Inc

3.67 2M
Financial Services

Morgan Stanley

3.60 2M
Financial Services

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