Key stats
About Barron's 400
Expense ratio
0.65%
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Inception date
Jun 4, 2013
BFOR provides a unique take on the US total-market segment. The fund selects its holdings from the US equity universe based on fundamental factors, and equally weights them. The selection process focuses on identifying the 400 highest scoring companies using growth at a reasonable price (GARP) methodology across market-cap and sectors while excluding REITs. As a result, the portfolio tends to tilt toward smaller companies and can make some significant sector bets. This will increase the fund's market risk overall. BFOR delivers its index performance efficiently and holding costs should be roughly in line with the sticker price. To ensure diversification, sector exposure is capped at 20% of the index or approximately 80 companies per sector. The index is rebalanced semi-annually.
Classification
What's in the fund
Exposure type
Finance
Producer Manufacturing
Technology Services
Stock breakdown by region