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Morningstar

Barron's 400 ETF BFOR

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 65.18  /  +0.32 %
  • Total Assets 138.1 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.15%
  • Turnover 83%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 1:01 AM GMT+0

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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BFOR

More BFOR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

State Street Instl Trs Pls MMkt Premier

0.58 806,001
Corporate

Vertiv Holdings Co Class A

0.34 468,916
Industrials

Encore Wire Corp

0.32 446,542
Industrials

Vistra Corp

0.31 433,793
Utilities

United Airlines Holdings Inc

0.31 433,485
Industrials

Coupang Inc Ordinary Shares - Class A

0.31 431,812
Consumer Cyclical

IES Holdings Inc

0.31 431,247
Industrials

Tecnoglass Inc

0.31 427,122
Basic Materials

Freeport-McMoRan Inc

0.31 424,840
Basic Materials

Warrior Met Coal Inc

0.31 424,255
Basic Materials