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Barron’s 400 ETF Off to a Solid Start

Kenster1_GlobalValue
edited August 2013 in Fund Discussions
http://finance.yahoo.com/news/barron-400-etf-off-solid-113038652.html
While not a record pace, this year has been a brisk one on the new ETF launch front and that includes the summer months. Even August, typically a time when many market participants take their final summer vacations, has seen a raft of new ETFs come to market.

One of this summer’s new ETFs that is already off to a solid start is the Barron’s 400 ETF (BFOR), which debuted on June 4. That launch date came just after tapering chatter ramped up, a scenario that proved ominous for a plethora of established ETFs, let alone new products.

However, the Barron’s 400 ETF navigated a tricky, tapering talk-filled market environment with aplomb. BFOR is up just over 6% since coming to market, about twice the gain offered by the S&P 500 over the same time.

BFOR tracks the Barron’s 400 Index, which selects companies 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 fund charges 0.65% per year.

Comments

  • Kenster1_GlobalValue
    edited August 2013
    "The idea is simply to buy the best stocks low and sell them when they're high, unlike what most investors actually do," says MarketGrader's Diez.

    More info...

    http://www.barrons400etf.com/index.php
    All index components are selected on the basis of their fundamental strength, as measured by 24 fundamental indicators across Growth, Value, Profitability and Cash Flow, as analyzed by MarketGrader.com
    All 400 components in the underlying index are equally weighted at each semi-annual rebalance, which prevents a small minority of companies from steering the entire index, giving smaller issues equal opportunity to contribute to overall performance.
    All stocks in MarketGrader's coverage universe, from which the 400 are selected, are screened to help ensure their underlying liquidity is sufficient to be included in the index. Sector exposure is capped at the index level to help ensure diversification.
  • Kenster1_GlobalValue
    On Barron’s 400 Report Card

    http://blogs.barrons.com/focusonfunds/2013/08/27/on-barrons-400-report-card-stock-gains-not-always-an-a/

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