BFORBarron's 400 ETF
Seeks investment results that correspond generally to the performance of the Barrons 400 SM Index.
By ALPS · Launched 2013
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$236M
#2,316 of 6,040 · mid-size
Return (1Y)
+16.0%
Track Record
13 years
#1,076 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,196+12.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Quality
Index tracked
Barrons 400 SM Index
Holdings
By weightConcentration
Top 10 holdings = 5.2% of funddiversified
Western Digital Corp
0.7%
Micron Technology Inc
0.6%
Applied Materials Inc
0.5%
Hecla Mining Co
0.5%
Ati Inc
0.5%
Southern Copper Corp
0.5%
Huntington Bancshares Inc/oh
0.5%
Lam Research Corp
0.5%
Argan Inc
0.5%
Corning Inc
0.5%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Financial Services
22.4%
Technology
20.6%
Industrials
14.4%
Healthcare
12.3%
Consumer Cyclical
10.9%
Energy
7.4%
Consumer Defensive
4.0%
Communication
3.6%
Other
4.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.5%Moderate
Year-on-year price swings
Max drawdown
-41.2%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.84Decent risk-adjusted returns
Sortino (3Y)
1.26Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond generally to the performance of the Barrons 400 SM Index.
- Strategy
- Invests at least 80% of total assets in equity securities of U.S. companies that comprise the Barrons 400 SM Index, which is equally weighted and rebalanced semiannually. The Index is selected based on fundamentals in growth, value, profitability, and cash flow.
- Inception date
- June 3, 2013
- Fund family
- ALPS
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Data updated on 2026-09-18