Key stats
About Baron Financials ETF
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Inception date
Dec 15, 2025
Structure
Open-Ended Fund
Replication method
Physical
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.
Identifiers
3
ISIN US06829D4043
BFCN is actively managed and invests in equity securities of financial and financial-related companies of any market capitalization. These companies operate in banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management, or utilize innovative technologies or services in these areas. Foreign stocks, including those in developing countries, are limited to 35% of total assets at purchase. The funds strategy aims to provide diversification across industries and geographies, seeking opportunities in financials sectors while adhering to the non-US securities limit. By focusing on companies involved with innovative technologies and significant investments, the fund seeks to capture growth potential in global financial markets while maintaining a balanced portfolio. Effective December 12, 2025, BFCN converted from Baron FinTech Fund, a mutual fund with approximately $71.05 million in AUM.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Commercial Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BCFN trades at 25.16 USD today, its price has fallen −1.46% in the past 24 hours. Track more dynamics on BCFN price chart.
BCFN net asset value is 25.52 today — it's risen 3.39% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BCFN assets under management is 57.76 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BCFN price has risen by 0.60% over the last month, and its yearly performance shows a 0.60% increase. See more dynamics on BCFN price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.39% over the last month, showed a 0.97% increase in three-month performance and has increased by 2.98% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 3.39% over the last month, showed a 0.97% increase in three-month performance and has increased by 2.98% in a year.
BCFN fund flows account for 1.25 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BCFN invests in stocks. See more details in our Analysis section.
BCFN expense ratio is 0.80%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BCFN isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, BCFN doesn't pay dividends to its holders.
BCFN trades at a premium (0.07%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BCFN shares are issued by Baron Capital Group, Inc.
BCFN follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Dec 15, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.