BCFN
-1.29 · -5.69%
$21.42 · NASDAQ

Baron Financials ETF (BCFN) ETF Analysis | Financial

Baron Capital Group, Inc. · USA
AUM:$47.6M
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 9.7% over the past year, indicating modest price weakness.

What is BCFN?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
BCFN returned -9.7% over the past year, reflecting recent market conditions.
Moderate Concentration
Top 10 holdings make up 43.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$47.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings42
Inception DateDec 2019
Domicile
Distribution
Index
ProviderBaron Capital Group, Inc.
Beta0.98
CategoryFinancial
CurrencyUSD
Portfolio Impact

How would BCFN affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.9%
1Y
-4.0%
3Y
-4.0%
5Y
-4.0%
OpenBook InsightIf you had invested £10,000 in BCFN 5 years ago, it would have fallen to £9,599 — a loss of £401.

Annual Returns

Calendar year performance

BCFN delivered positive returns in 1 of the last 2 calendar years.
YearBCFN
2026 YTD-3.5%
2025+0.4%
1/2 positive yearsAvg return: -1.6%Worst year: -3.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.4%
Low
Momentum
+5.0%
30-day change
Support Level
22.88
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.