Symbols

BCFN

·NASDAQ

--(--)

Key Stats

Assets Under Management

57.66MUSD

Fund Flows (1Y)

Dividend Yield

Discount/Premium to NAV

0.13%

Shares Outstanding

Expense Ratio

0.80%

About Baron Financials ETF

Issuer

BAMCO

Brand

Baron

Home Page

https://www.baroncapitalgroup.com/product-detail/baron-financials-etf-bcfn

Inception Date

Dec 31, 2019

Structure

Open-Ended Fund

Index Tracked

Management Style

Active

Dividend Treatment

Distributes

Distribution Tax Treatment

Qualified dividends

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.

BCFN seeks capital appreciation through investments in financial and financial-related growth companies across all market capitalizations. Investments are made in businesses that provide or enable financial services. The portfolio focuses on faster growing companies within the segment that should fulfill their long-term objectives regardless of short-term macroeconomic factors. The portfolio holdings are primarily in U.S. securities. The strategy is diversified.

Classification

Asset Class

Equity

	1-Month	3-Month	YTD	1-Year	3-Year	5-Year
Price Performance	+1.10%	+1.10%	+1.10%	+1.10%	+1.10%	+1.10%
NAV Total Return	—	—	—	—	—	—

No data is currently available

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