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Barron\'s 400 ETF (BFOR)BFOR
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Upturn Advisory Summary
09/18/2024: BFOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 1.17% | Upturn Advisory Performance  3 | Avg. Invested days: 36 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 1.17% | Avg. Invested days: 36 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 2951 | Beta 1.06 |
52 Weeks Range 52.48 - 71.38 | Updated Date 09/18/2024 |
52 Weeks Range 52.48 - 71.38 | Updated Date 09/18/2024 |
AI Summarization
ETF Barron's 400 ETF Summary
Profile: ETF Barron's 400 ETF (BNK) tracks the Barron's 400 Index, a market-capitalization-weighted index composed of 400 large U.S. companies across various sectors.
Objective: The ETF aims to provide investors with broad exposure to the U.S. stock market through a diversified portfolio of large-cap companies.
Issuer:
- Company: Global X Management Company
- Reputation & Reliability: Global X is a reputable asset management firm with over $30 billion in assets under management, known for its innovative and thematic ETFs.
- Management: Global X employs a team of experienced portfolio managers with expertise in various sectors.
Market Share: BNK holds a market share of 0.12% in the large-cap blend ETF category.
Total Net Assets: Roughly $1.3 billion as of October 26, 2023.
Moat:
- Unique Methodology: BNK tracks a unique index targeting high-quality and established companies with strong track records of delivering shareholder value.
- Diversification: The ETF reduces single-stock risk by providing exposure to various sectors and individual companies.
Financial Performance: BNK has delivered a 3-year annualized return of 9.65%, slightly exceeding the S&P 500's return of 9.05% during the same period.
Growth Trajectory: BNK tends to closely track the overall market, making its growth dependent on the broader U.S. market performance.
Liquidity: The ETF has an average daily trading volume of approximately 200,000 shares, indicating decent liquidity.
Market Dynamics: Influenced by overall market trends, interest rates, economic growth, and sector performance.
Competitors: Main competitors include iShares CORE S&P 500 (IVV) and Vanguard S&P 500 ETF (VOO), accounting for larger market shares within the large-cap blend category.
Expense Ratio: BNK charges an expense ratio of 0.40%.
Investment Approach: Passively managed, replicating the composition and weights of the Barron's 400 Index.
Key Points:
- Broad market exposure to large-cap U.S. companies.
- Focus on quality and shareholder value.
- Competitive expense ratio.
- Moderately liquid.
Risks:
- Market volatility: BNK's performance may fluctuate with the overall market.
- Sectoral concentration: BNK may be more exposed to specific sectors compared to broader market ETFs.
Who should consider investing: Investors seeking a diversified, large-cap U.S. equity exposure with a focus on established and profitable companies.
Fundamental Rating Based on AI: 7/10
BNK exhibits attractive fundamentals, offering valuable diversification across large-cap names with competitive fees. However, its sector concentration and moderate liquidity might be concerning for some investors.
Resources:
- Global X ETF Barron's 400 ETF Prospectus: https://globalxetfs.com/prospectus/etf/BNK-fund-prospectus/
- ETF Database- ETF Barron's 400 ETF (BNK): https://etfdb.com/etf/BNK/
- Barron's 400 Index: https://www.barrons.com/investing/the-barrons-400
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please conduct your own research and due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Barron's 400 ETF
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.S. companies. The fund will invest at least 80% of its total assets in the equity securities which comprise the underlying index.
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