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Baron Risk Optimized Large Cap ETF (BROL): ETF

ETF traded on XNYS under symbol BROL. Quoted in usd.

Baron Risk Optimized Large Cap ETF logo

Baron Risk Optimized Large Cap ETF

+1.54%$25.68
XNYS:BROLEquity
AUM $293.98M·YTD --·Yield --
Baron Risk Optimized Large Cap ETF logoXNYS:BROL$25.68+1.54%
About BROL

This actively managed exchange-traded fund (ETF) is designed to achieve significant capital appreciation by targeting premier U.S. large-capitalization growth companies. Its methodology integrates a thorough bottom-up fundamental stock selection approach with an advanced risk-optimization model, striving to provide diversified growth and maintain a low tracking error.

Largest holdings

  1. NVDA NVIDIA CORP7.79%
  2. AAPL APPLE INC6.64%
  3. GOOG ALPHABET INC CL C5.01%
  4. AMZN AMAZON.COM INC4.29%
  5. COST COSTCO WHOLESALE CORP3.92%
  6. LLY ELI LILLY + CO3.49%
  7. WELL WELLTOWER INC3.05%
  8. MSFT MICROSOFT CORP2.68%
  9. 639.DE SPOTIFY TECHNOLOGY SA2.55%
  10. SPCX SPACE EXPLORATION TECHN CL A2.53%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
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Drawdown Chart
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Total Invested
$70,000
Final Portfolio
$110,438
Total Return
+$40,438
(+57.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$293.98M
NAV$25.26
Premium/Discount+1.66%
Expense Ratio0.45%
Market Cap$5.29M
Shares Outstanding200.00K
Inception DateMay 26, 2026
Fund Details
IssuerBaron
Asset ClassEquity
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
Volume
Volume1.17K
Avg Volume3.17K
Vol/Avg0.37x

30d

3.23K

60d

278.64K

90d

186.06K

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