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BFOR
+3.17 · +3.83%
$85.89 · NYSE ARCA

Barron's 400 ETF (BFOR) ETF Analysis | Mid-Cap Blend

ALPS · United States
AUM:$207.8M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 27.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is BFOR?

The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of high performing equity securities of U. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BFOR delivered 27.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 3.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$207.8M
Expense Ratio0.65%
Dividend Yield0.59%
Holdings47
Inception DateJun 2013
DomicileUnited States
DistributionNA
Index–
ProviderALPS
Beta1.11
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-72.5%
1Y
-70.1%
3Y
-57.8%
5Y
-58.6%
OpenBook InsightIf you had invested £10,000 in BFOR 5 years ago, it would have fallen to £4,143 — a loss of £5,857.

Annual Returns

Calendar year performance

BFOR delivered positive returns in 3 of the last 5 calendar years.
YearBFOR
2026 YTD-70.9%
2025+13.7%
2024+18.2%
2023+19.5%
2022-15.7%
CAGR 4yr+7.9%
3/5 positive yearsAvg return: -7.0%Worst year: -70.9% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
11.1%
Low
Momentum
+3.5%
30-day change
Support Level
23.98
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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