Barron's 400 ETF (BFOR)
66.93
+0.57
(+0.85%)
USD |
NYSEARCA |
May 09, 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% | 0.02% | 142.20M | 1647.90 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.17% | 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 | 9.09 yrs |
Andrew Hicks | 8.09 yrs |
Performance Versus Category
As of May 09, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 09, 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 | 9.09 yrs |
Andrew Hicks | 8.09 yrs |