BROL - ETF AI Analysis
Top Page
Baron Risk Optimized Large Cap ETF (BROL)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Mega-Cap Leaders
Top holdings like Nvidia, Alphabet, Amazon, Apple, and Costco have shown strong year-to-date gains, helping support the fund’s overall performance.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, financials, communication services, consumer, health care, and more, which helps reduce reliance on any single industry.
Positive Year-to-Date Performance
The fund has delivered a positive return so far this year, indicating that its current mix of holdings has been working in investors’ favor.
Negative Factors
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
High Exposure to Technology
With a large portion of the portfolio in technology stocks, the fund could be more volatile and sensitive to downturns in that sector.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees may take a noticeable bite out of long-term returns compared with cheaper index ETFs.
BROL vs. SPDR S&P 500 ETF (SPY)
AUM2.59M
RegionNorth America
Expense Ratio0.45%
Beta1.27
IssuerBaron
Inception DateMay 25, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,427
30 Day Avg. Volume5,053
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.23Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BROL Summary
The Baron Risk Optimized Large Cap ETF (BROL) is an actively managed fund that invests in large, well-known U.S. companies with strong growth potential, rather than tracking a set index. It focuses on big names like Nvidia, Alphabet (Google), Amazon, and Apple, and spreads investments across technology, finance, health care, and more to seek long-term growth with some attention to managing risk. Someone might invest in BROL to get diversified exposure to leading U.S. growth companies in one fund. A key risk is that it is heavily tilted toward growth and tech-related stocks, so its price can rise and fall sharply with market swings.
How much will it cost me?This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs because this fund is actively managed, with managers doing research and using quantitative tools to pick and size stocks.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and growth companies like Nvidia, Alphabet, Amazon, and Apple, so it could benefit if innovation, digital spending, and the overall U.S. economy stay strong, and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, stricter tech and financial regulations, an economic slowdown that pressures consumer and financial sectors, or a broad pullback in U.S. large-cap growth stocks despite its risk-focused approach.
BROL Top 10 Holdings
BROL leans heavily into U.S. mega-cap growth, with Nvidia and Broadcom acting as the fund’s high-octane AI engine—strong over the past few months but recently losing a bit of altitude. Alphabet and Amazon are also key drivers, with solid longer-term gains despite some short-term choppiness. Apple has been a steady workhorse, adding quiet strength rather than fireworks. On the defensive side, Costco’s more mixed pattern has occasionally put a small drag on returns. Overall, the fund is firmly U.S.-centric and tilted toward tech and digital platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 7.25% | $186.28K | $4.34T | 105.51% | 82 Outperform | |
| Nvidia | 7.19% | $184.70K | $4.71T | 22.22% | 76 Outperform | |
| Apple | 4.90% | $125.92K | $4.53T | 47.93% | 79 Outperform | |
| Amazon | 4.69% | $120.36K | $2.61T | 12.14% | 71 Outperform | |
| SpaceX | 4.53% | $116.48K | $2.14T | ― | ― | |
| Costco | 4.15% | $106.59K | $422.05B | -3.89% | 72 Outperform | |
| Bank of America | 3.52% | $90.44K | $416.78B | 26.96% | 72 Outperform | |
| Welltower | 3.28% | $84.27K | $166.64B | 56.56% | 77 Outperform | |
| Broadcom | 3.09% | $79.30K | $1.71T | 36.42% | 76 Outperform | |
| Eli Lilly & Co | 3.02% | $77.69K | $1.14T | 58.88% | 72 Outperform |
BROL Technical Analysis
Positive
―
Price Trends
Market Momentum
0.22
Negative
57.77
Neutral
92.95
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BROL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.14, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.22 indicates Negative momentum. The RSI at 57.77 is Neutral, neither overbought nor oversold. The STOCH value of 92.95 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BROL.
BROL Peer Comparison
Comparison Results
Performance Comparison
BROL
Baron Risk Optimized Large Cap ETF
25.75
0.49
1.94%
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
AQLG
Highland Capital Large Capital Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents