Barron's 400 ETF (BFOR)
64.97
-0.39
(-0.60%)
USD |
NYSEARCA |
Apr 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.65% | -0.00% | 138.06M | 1720.97 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.20% | 83.00% | -13.51M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400SM Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Blend |
| Category Index | Russell Mid Cap TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | ALPS |
| Prospectus Benchmark Index | |
| Barrons 400 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Ryan Mischker | 9.01 yrs |
| Andrew Hicks | 8.01 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron's 400SM Index (the "underlying index"). The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Blend |
| Category Index | Russell Mid Cap TR USD |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | ALPS |
| Prospectus Benchmark Index | |
| Barrons 400 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Ryan Mischker | 9.01 yrs |
| Andrew Hicks | 8.01 yrs |