The Barron’s 400 ETF is based on the Barron’s 400 Index. The equal weighted smart beta Index is composed of the highest-rated U.S. stocks based on bottom-up fundamental analysis from MarketGrader. The Index employs a growth at a reasonable price (GARP) methodology to identify financially sound companies across sectors and market cap segments that are likely to create significant shareholder value over the long-term. As such, the Index is designed to be a benchmark of capital appreciation in the U.S. equity asset class. The result is a diversified core U.S. equity portfolio that uses rules-based stock selection in seeking to outperform popular market cap weighted benchmarks over market cycles. Read more.
All Index components are selected on the basis of their fundamental strength, as measured by 24 fundamental indicators across Growth, Value, Profitability and Cash Flow.
All 400 components in the underlying Index are equally weighted at each semi-annual rebalance, which prevents a small minority of companies from steering the entire Index, giving smaller issues equal opportunity to contribute to overall performance.
All stocks in MarketGrader's coverage universe, from which the 400 are selected, are screened to help ensure their underlying liquidity is sufficient to be included in the Index. Sector exposure is capped at the Index level to help ensure diversification.
The Barron's 400 is rebalanced every March and September, allowing for all companies' latest financial reports to be incorporated into the underlying selection process.
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