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Morningstar

Barron's 400 ETF BFOR

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis BFOR

Will BFOR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BFOR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BFOR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BFOR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Barron's 400 ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BFOR

More BFOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl Trs Pls MMkt Premier

0.53 766,463
Corporate

Lantheus Holdings Inc

0.43 614,787
Healthcare

UFP Technologies Inc

0.39 554,604
Healthcare

Texas Pacific Land Corp

0.37 533,797
Energy

Tenet Healthcare Corp

0.37 527,085
Healthcare

Axos Financial Inc

0.35 505,760
Financial Services

Corcept Therapeutics Inc

0.35 501,361
Healthcare

Agilysys Inc

0.34 494,063
Technology

Bread Financial Holdings Inc

0.34 489,401
Financial Services

United States Lime & Minerals Inc

0.34 484,778
Basic Materials