BFOR Profile
BFOR
is an exchange-traded fund (ETF) managed by Invesco Capital
Management. The ETF seeks to track the performance of the Barron's 400
Index, which is a benchmark designed to identify a diversified group
of 400 leading companies in the United States.
The Barron's 400
Index uses a proprietary methodology to identify companies that
exhibit strong financial health and solid growth prospects. The index
is composed of companies that are selected based on factors such as
revenue growth, cash flow, profitability, and other fundamental
measures of financial health.
As of September 2021, the BFOR
ETF had total net assets of around $880 million and was invested in a
diversified portfolio of stocks from a range of sectors. The fund's
top holdings included companies such as Apple, Microsoft, Amazon, and
Facebook.
In terms of performance, BFOR has delivered strong
returns since its inception in June 2013, with an annualized return of
around 15% as of September 2021. The ETF's focus on companies with
strong financial health and growth prospects has helped to drive its
performance, as these companies may be well-positioned to outperform
the broader market over the long term.
Investors should keep in
mind that like all investments, BFOR carries risks, including the risk
that the underlying Barron's 400 Index may not perform as expected or
that individual companies in the portfolio may experience declines in
their financial health or growth prospects. Additionally, the ETF
charges an expense ratio of 0.65%, which is in line with the average
expense ratio for ETFs that track broad mark
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