(RONB) Baron Trust - NYSE

ETF Category: Large Growth | Exchange: NYSE (USA) | Market Cap: 1.715m USD | Total Return: -4.7% in 12m

Growth Stocks, Equity Securities, Depositary Receipts
Total Rating 23
Safety 39
Buy Signal 0.05
Large Growth
Category Rotation: -14.0
AUM: 1.71B
Avg Turnover: 18.4M
Risk 3d forecast
Volatility17.2%
VaR 5th Pctl2.98%
VaR vs Median-3.42%
Reward TTM
Sharpe Ratio-0.76
Rel. Str. IBD21.4
Rel. Str. Peer Group2.2
Character TTM
Beta0.498
Beta Downside0.658
Hurst Exponent0.542
Drawdowns 3y
Max DD13.08%
CAGR/Max DD-0.71
CAGR/Mean DD-1.48

Warnings

No concerns identified

Tailwinds

Shakeout

Description: RONB Baron Trust

The Baron ETF Trust (RONB) is a non-diversified, actively managed fund focused on U.S. growth equities across all market capitalizations. The fund utilizes a concentrated strategy, allowing for larger weightings in specific high-conviction holdings compared to diversified funds. By investing in growth companies, the fund targets businesses expected to increase earnings or revenue at above-average rates relative to the broader market.

Growth-oriented business models often prioritize reinvesting capital into research, development, and expansion rather than issuing dividends. This sector typically experiences higher volatility during interest rate shifts, as valuations are frequently based on projected future cash flows. Investors may find it useful to evaluate these growth metrics further on ValueRay.

The funds structure as a non-diversified investment vehicle provides the portfolio manager with the flexibility to hold significant positions in individual securities. This approach can lead to higher performance potential if selected stocks outperform, though it also increases exposure to company-specific risks.

Headlines to Watch Out For
  • U.S. equity market performance drives asset under management growth
  • Federal Reserve monetary policy shifts impact growth stock valuations
  • Expense ratios and management fees influence net fund inflows
  • Competitive positioning against passive indices determines active management demand
What is the price of RONB shares?

As of June 11, 2026, the stock is trading at USD 23.95 with a total of 562,435 shares traded.
Over the past week, the price has changed by -1.60%, over one month by +3.23%, over three months by -1.44% and over the past year by -4.70%.

Is RONB a buy, sell or hold?

Baron Trust has no consensus analysts rating.