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 3.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Centrus Energy Corp Class A

0.41 606,989
Energy

Constellation Energy Corp

0.35 513,936
Utilities

Powell Industries Inc

0.34 509,550
Industrials

ACM Research Inc Class A

0.33 481,508
Technology

IES Holdings Inc

0.31 460,191
Industrials

Apogee Enterprises Inc

0.30 450,368
Industrials

AppLovin Corp Ordinary Shares - Class A

0.29 431,270
Technology

Vertiv Holdings Co Class A

0.29 430,794
Industrials

Argan Inc

0.29 427,746
Industrials

Southern Copper Corp

0.29 424,620
Basic Materials

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