BCFN ETF — Baron Financials ETF

Baron Financials ETF (BCFN)

Updated October 16, 2026.

BCFN is an ETF. its expense ratio is 0.80%. Total return is -10.6% over the past 0.8 years, 23.9 points behind SPY at 13.3%.

Baron Financials ETF is an actively managed fund that invests at least 80% of its assets in companies that use innovative technologies or services in banking, lending, capital markets, financial data analytics, insurance, payments, asset management, and wealth management, with flexibility to invest across market capitalizations and geographies including emerging markets. The fund does not currently distribute income to shareholders and carries an expense ratio of 0.80%. It may appeal to growth-oriented investors seeking exposure to financial services companies leveraging technological innovation, rather than those seeking regular dividend income.

BCFN performance versus SPY

Price and return data through 2026-10-16.

Total return is -10.6% over the past 0.8 years, 23.9 points behind SPY at 13.3%. Its deepest 1-year drawdown was 21.0%.

BCFN key facts

Issuer

Baron Funds

Asset type

ETF

Asset class

Equity

Inception date

12/31/2019

Expense ratio

0.80%

Distribution frequency

None

Last close

$22.18 (as of 2026-10-16)

AUM

$46,286,554

Average volume

514.0

Beta

0.9

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Baron Funds; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

BCFN risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 21.0%.

Who may consider BCFN — and who may not

It is a weaker fit for investors who need monthly cash flow (BCFN does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on BCFN

• All tickers starting with B

Tagged: Financials.

Frequently asked questions

More securities from Baron Funds.