Key stats
About Barron's 400 ETF
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Inception date
Jun 4, 2013
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
ALPS Advisors, Inc.
Distributor
ALPS Portfolio Solutions Distributor, Inc.
BFOR provides a unique take on the US total-market segment. The fund selects its holdings from the US equity universe based on fundamental factors, and equally weights them. The selection process focuses on identifying the 400 highest scoring companies using growth at a reasonable price (GARP) methodology across market-cap and sectors while excluding REITs. As a result, the portfolio tends to tilt toward smaller companies and can make some significant sector bets. This will increase the fund's market risk overall. BFOR delivers its index performance efficiently and holding costs should be roughly in line with the sticker price. To ensure diversification, sector exposure is capped at 20% of the index or approximately 80 companies per sector. The index is rebalanced semi-annually.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
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Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
BFOR trades at 74.19 USD today, its price has risen 0.04% in the past 24 hours. Track more dynamics on BFOR price chart.
BFOR net asset value is 74.16 today — it's fallen 1.49% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
BFOR assets under management is 155.21 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
BFOR price has fallen by −0.48% over the last month, and its yearly performance shows a 12.67% increase. See more dynamics on BFOR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by −1.49% over the last month, have fallen by −1.49% over the last month, showed a 5.60% increase in three-month performance and has increased by 13.54% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by −1.49% over the last month, have fallen by −1.49% over the last month, showed a 5.60% increase in three-month performance and has increased by 13.54% in a year.
BFOR fund flows account for −1.27 M USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
BFOR invests in stocks. See more details in our Analysis section.
BFOR expense ratio is 0.65%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, BFOR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, BFOR technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BFOR shows the buy signal. See more of BFOR technicals for a more comprehensive analysis.
Today, BFOR technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating BFOR shows the buy signal. See more of BFOR technicals for a more comprehensive analysis.
Yes, BFOR pays dividends to its holders with the dividend yield of 0.68%.
BFOR trades at a premium (0.07%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
BFOR shares are issued by SS&C Technologies Holdings, Inc.
BFOR follows the Barron's 400 Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jun 4, 2013.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.