What does BCFN track?

BCFN is the Baron Financials ETF, a Other ETF.

What is the expense ratio of BCFN?

Expense ratio data for BCFN is shown on the page when available from our data provider.

What are the largest holdings in BCFN?

Top holdings include V, MA, JPM, BAC, SCHW.

How can PortView analyze BCFN overlap with other ETFs?

PortView computes the holdings overlap between BCFN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

Baron Financials (BCFN) ETF Holdings & Analysis

ETFOther

$23.50+0.59%

1-year price historyRange $20.18 – $25.53

52-week range$23.50

$20.04$25.57

What BCFN does

Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.

Fund profile

Top holdings

	Holding	Weight
	VISA INC CLASS A SHARES	5.88%
	MASTERCARD INC A	5.73%
	JPMORGAN CHASE + CO	4.87%
	BANK OF AMERICA CORP	4.82%
	SCHWAB (CHARLES) CORP	4.37%
	INTERACTIVE BROKERS GRO CL A	4.16%
	MORGAN STANLEY	3.94%
	S+P GLOBAL INC	3.90%
	LPL FINANCIAL HOLDINGS INC	3.74%
	MOODY S CORP	3.66%

Geographic allocation

United States	85.97%
Uruguay	3.17%
Brazil	2.73%
Ireland	2.65%
Bermuda	1.94%
United Kingdom	1.67%
Canada	1.65%
Other	0.22%

PortView Portfolio Insights

PortView analyzes how BCFN fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

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Related securities

Frequently asked questions

What does BCFN track?: BCFN is the Baron Financials ETF, a Other ETF.
What is the expense ratio of BCFN?: Expense ratio data for BCFN is shown on the page when available from our data provider.
What are the largest holdings in BCFN?: Top holdings include V, MA, JPM, BAC, SCHW.
How can PortView analyze BCFN overlap with other ETFs?: PortView computes the holdings overlap between BCFN and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.