BFOR Barron's 400 ETF
Barron's 400 ETF
Market Price
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Overpaying for Growth?
Barron's 400 ETF (BFOR) uses a Growth at a Reasonable Price (GARP) + Quality methodology to give investors access to the best growth companies in the US without having to compromise on valuation or quality.
Overview
Investment Objective
The Barron's 400 ETF (BFOR) seeks investment results that correspond generally, before fees and expenses, to the performance of the Barron’s 400 Index (B400).
Strategy
The Barron's 400 ETF (BFOR) provides exposure to a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of US companies. The result is a diversified core US equity portfolio that uses rules-based stock selection in seeking to outperform popular market cap weighted benchmarks over market cycles.
Fund Details
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NYSE Arca |
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| Fund Type Exchange-Traded Fund |
Primary Benchmark Barron's 400 Index |
Performance and Fees
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Performance data quoted represents past performance. Past performance is no guarantee of future results so that shares, when redeemed, may be worth more or less than their original cost. The investment return and principal value will fluctuate. Current performance may be higher or lower than the performance quoted. For current month-end performance call 1-866-759-5679 or visit www.alpsfunds.com. Performance includes reinvested distributions and capital gains.
Market Price is based on the midpoint of the bid/ask spread at 4 p.m. ET and does not represent the returns an investor would receive if shares were traded at other times.
Fund inception date: 06/03/2013
Barron's 400 Index: seeks to track the performance of the most fundamentally sound companies with the best growth prospects in the US. The Index uses fundamental analysis and a growth at a reasonable price (GARP) methodology to select the top 400 constituents in the US equity universe after filtering for liquidity and diversification over size and sectors. One may not invest directly in an index.
$10,000 Hypothetical Investment
The chart above represents the total return historical performance of a hypothetical investment of $10,000 in the Fund over the life of the Fund. Performance calculations are as of the end of each month. Past performance is no guarantee of future results. This chart does not reflect the deduction of taxes that a shareholder would pay on Fund distributions or the redemption of Fund shares.
Fees
Facts and Characteristics
Fund Pricing
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Trading Characteristics
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Fund Yields
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30-Day SEC Yield: reflects the dividends and interest earned during the period, after the deduction of the Fund's expenses.
30-Day SEC Yield (Unsubsidized): reflects the dividends and interest earned during the period, after the deduction of the Fund’s expenses, excluding fee waivers.
Risk Metrics
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Portfolio
Sector Breakdown
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Geography Breakdown
- Top Five Holdings
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Fund Holdings
Resources
Funds Related to BFOR
ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF
Fund Disclosure
Shares of ETFs are bought and sold at market price (not NAV) and are not individually redeemable.
Diversification does not eliminate the risk of experiencing investment losses.
Smaller and mid-size companies often have a more limited track record, narrower markets, less liquidity, more limited managerial and financial resources and a less diversified product offering than larger, more established companies. As a result, their performance can be more volatile, which may increase the volatility of the Fund’s portfolio.
The Fund employs a “passive management” - or indexing - investment approach and seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index. Unlike many investment companies, the Fund is not “actively” managed. Therefore, it would not necessarily sell or buy a security unless that security is removed from or added to the underlying index, respectively.
Growth at a Reasonable Price (GARP): an equity investment strategy that seeks to combine tenets of both growth investing and value investing to select individual stocks.
ALPS Advisors, Inc., registered investment adviser with the SEC, is the investment adviser to the Fund. ALPS Advisors, Inc. and ALPS Portfolio Solutions Distributor, Inc., affiliated entities, are unaffiliated with Barron’s© and MarketGrader Capital LLC.
ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Fund.