Companies are selected based on the strength of their fundamentals in growth, value, profitability and cash flow. Potential components are also screened for criteria including minimum market capitalization and liquidity. The index is equal-weighted.
Barron’s introduced the Barron’s 400 Index in September 2007. It appears weekly in the magazine’s “The Trader” column and is rebalanced semi-annually, in March and September.
All Barron’s 400 components are selected based on 24 fundamental indicators. The process is based on rigorous measures of financial health, including many favored by Barron’s writers.
BFOR charges an expense ratio of 0.65%.