BFOR

📎 Investment Objective

The Barron's 400 ETF seeks to track the performance of the Barron's 400 Index, which is designed to measure the performance of 400 mid- and large-cap U.S. stocks that exhibit attractive valuations and strong fundamentals.

✨ Key Features

• Provides exposure to a diversified portfolio of mid- and large-cap U.S. stocks selected for their attractive valuations and strong fundamentals
• Tracks the Barron's 400 Index, which is reconstituted and rebalanced quarterly to maintain its focus on quality and value
• Low expense ratio of 0.00%
• Relatively new ETF with limited performance history

⚠️ Primary Risks

• Market risk: The value of the ETF's holdings may decline due to general market and economic conditions
• Sector concentration risk: The ETF may have significant exposure to certain sectors, which could increase its vulnerability to any single economic, political, or regulatory development affecting that sector
• Liquidity risk: The ETF may have difficulty buying or selling certain holdings, particularly in periods of high market volatility
• Tracking error risk: The ETF may not perfectly track the performance of its underlying index

👤 Best For

The Barron's 400 ETF may be suitable for investors seeking exposure to a diversified portfolio of high-quality, undervalued U.S. stocks as a core holding in a long-term, buy-and-hold investment strategy. However, due to the limited performance history of the fund, it may not be appropriate for investors with a low risk tolerance or a short investment horizon.