Welcome to our dedicated page for Barron's 400 ETF news (Ticker: BFOR), a resource for investors and traders seeking the latest updates and insights on Barron's 400 ETF stock.
The Barron’s 400 ETF (BFOR) news page on Stock Titan highlights announcements and updates related to this smart beta exchange-traded fund and its underlying benchmark, the Barron’s 400 Index (B400). The Index is built using MarketGrader’s fundamental equity rating system, which evaluates U.S.-listed companies on growth, value, profitability and cash flow. Because the Index is reconstituted and rebalanced twice a year, news about BFOR often centers on changes in index constituents and sector exposures.
Rebalance announcements describe how the Index adjusts its holdings based on updated fundamental scores and diversification rules. These updates may include shifts in exposure to sectors such as Health Care, Materials, Technology, Consumer Staples, Financials, Industrials, Consumer Discretionary, Energy and Utilities, as well as examples of large-cap companies added to or removed from the Index. Turnover statistics and commentary from MarketGrader’s leadership provide additional context on how the methodology is being applied across different market environments.
News items can also discuss broader patterns observed in the Index, such as increased representation of cyclical sectors or changes in the number of constituents from particular industries. These articles help readers understand how the Barron’s 400 Index reflects MarketGrader’s growth at a reasonable price (GARP) philosophy and how that philosophy translates into the ETF’s portfolio over time.
Investors and researchers can use this news feed to follow the semi-annual reconstitutions, sector rotations and other index-related developments that influence BFOR’s holdings. Reviewing these updates alongside the fund’s official materials can offer additional insight into how the Index responds to shifts in company fundamentals within the U.S. equity universe.
The Barron's 400 ETF (NYSE Arca: BFOR) has completed its semi-annual rebalance, making significant sector shifts in its portfolio composition. The fund increased exposure to Health Care (adding 11 components) and Materials (adding 7 names), while reducing positions in Consumer Staples (losing 10 constituents), Technology, and Utilities.
Notable large-cap additions include Broadcom, Johnson & Johnson, GE Aerospace, and Merck. Five of the "Magnificent 7" stocks were selected: Nvidia, Alphabet, Amazon, Meta, and Microsoft. Significantly, Apple (AAPL) was not selected for the second time since the index's launch. The rebalance resulted in 158 new companies being added, representing a 39.5% turnover rate.
The ETF maintains its disciplined approach with equal weighting of all 400 constituents at 0.25% each, focusing on fundamental health and company performance across growth, value, profitability, and cash flow metrics.
The Barron's 400 ETF (BFOR) underwent a semi-annual reconstitution on September 17, 2021, replacing 175 of its constituents, slightly above the historical turnover of 42.2%. This adjustment highlights a preference for large-cap healthcare stocks, including Regeneron and Moderna, while decreasing the technology sector's representation to the lowest in two years. The rebalancing reflects a growing focus on cyclical sectors and signals a robust economic recovery, with 34 new companies joining the index. BFOR remains committed to selecting stocks based on strong financial fundamentals.
The Barron's 400 ETF (BFOR) completed its semi-annual reconstitution on March 19, 2021, replacing 167 stocks, slightly below the historical average of 42.2%. This shift reflects a significant increase in Consumer Discretionary stocks, while Industrials saw a decline. Noteworthy additions include major tech companies like Intel and Cisco. Since the last rebalance, BFOR gained 32%, outperforming the Russell 3000 Index, which rose by 20%. The average MarketGrader score of retained companies is 68.2, indicating improved fundamental health within the index.
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