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.
SS&C ALPS Advisors announced a 4-for-1 share split of the Barron's 400 ETF (NYSE Arca: BFOR). The split becomes effective at the market open on July 1, 2026, and BFOR will continue trading on NYSE Arca under the same ticker.
The split will increase shares outstanding and proportionately lower the share price without changing total value, except for cash redemptions of post-split fractional shares, which may trigger taxable gains or losses and may involve brokerage charges.
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.