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.
Barron's 400 ETF (BFOR) reports fund developments tied to the semi-annual reconstitution and rebalance of the Barron's 400 Index, a 400-stock, equal-weighted benchmark built around a growth-at-a-reasonable-price methodology. Recurring updates describe constituent turnover, sector exposure changes, large-cap and first-time additions, and shifts across U.S. equity categories based on MarketGrader scoring.
The fund is a smart beta ETF listed on NYSE Arca and advised by ALPS Advisors, Inc. News also covers ETF mechanics such as secondary-market trading, non-individual redemption of shares, and the relationship between the fund, Barron's, MarketGrader, and affiliated distribution entities.
Barron’s 400 ETF (NYSE Arca: BFOR) completed its semi-annual rebalance effective March 20, 2026, replacing 155 of 400 constituents (39% turnover) after equal-weight reconstitution of the Barron’s 400 Index. The Index increased exposure to Energy and Utilities, reduced Consumer Discretionary, Materials and Technology, and now averages a MarketGrader score of 66.2.
Energy added seven names to 25 constituents and Utilities doubled to 10 — its largest representation since 2020 — while Financials and Industrials remain capped at 80 each. The rebalance emphasizes fundamentals under the Index’s GARP + Quality methodology.
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.