Symbols

BCGD

Baron Global Durable Advantage ETF·NYSE

--(--)

Key Stats

Assets Under Management

7.27MUSD

Fund Flow (1Y)

4.62MUSD

Dividend Yield

Discount / Premium to NAV

0.34%

Shares Outstanding

310.00K

Expense Ratio

0.75%

About Baron Global Durable Advantage ETF

Issuer

BAMCO

Brand

Baron

Home Page

https://www.baroncapitalgroup.com/product-detail/baron-global-durable-advantage-etf-bcgd

Inception Date

Dec 12, 2025

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Ordinary income

Income Tax Type

Capital Gains

Max ST Capital Gains Rate

39.60%

Max LT Capital Gains Rate

20.00%

Primary Advisor

BAMCO, Inc.

Distributor

Baron Capital, Inc.

BCGD seeks capital appreciation through investments in large-cap growth companies with durable competitive advantages and are capital-efficient. Investments are made in high-quality compounders that tend to earn high returns on investment capital and generate excess free cash flow. A portion of excess cash is typically returned to shareholders. The portfolio invests globally, and under normal market conditions would hold at least 40% of the portfolio outside the U.S in at least three countries. The strategy is non-diversified.