Indexes & Model Portfolios Beyond Mega Caps: Barron’s 400 and the Importance of Diversification in U.S. Equities For much of the past decade, U.S. equity returns have been increasingly concentrated in a relatively small group of large...
U.S. Equities MarketGrader U.S. Core Indexes, Q1 2026 Update: Broad and Persistent Outperformance vs. Active Peers MarketGrader continues to deliver strong results relative to actively managed peers across U.S. equities. Complementing our benchmark-based report cards, MarketGrader...
Indexes & Model Portfolios MarketGrader U.S. Indexes: A Challenging First Quarter in 2026 MarketGrader Indexes started the year on a strong footing but faced a very challenging March following the outbreak of war...
U.S. Equities The Rotation Taking Shape in U.S. Equities: Insights from the Barron’s 400 Index Through February 10, 2026, the divergence between the two versions of the Barron’s 400 Index has become difficult to ignore....
Indexes & Model Portfolios The Barron’s 400 Index (Equal Weight): Hitting the Market’s Sweet Spot Over the past three decades, mid-cap stocks have quietly outperformed their large- and small-cap counterparts. From 1995 to 2025, the...
Indexes & Model Portfolios The Barron’s 400 Index: 18 Years of Outperformance Eighteen years ago this week, the Barron’s 400 Index (B400) was introduced on the cover of Barron’s magazine with a...
Global Equities MarketGrader Indexes Withstand Tariff Turmoil to Beat Global Benchmarks in First Half of 2025 MarketGrader’s disciplined stock selection continues to beat the market across global markets If you had fallen asleep on New Year’s...
Indexes & Model Portfolios Value Is Not Dead – It Just Needs a New Definition Since the U.S. stock market crash of 2008, growth stocks have outperformed value stocks by a wide margin. Figure 1...
Indexes & Model Portfolios The Barron’s 400, An Index for all Seasons The Barron’s 400 index approach is focused on consistency rather than market timing. To use a baseball analogy, B400 focuses...
Indexes & Model Portfolios The Barron’s 400 Index Makes Historic Sector Changes In its Latest Semi-Annual Reconstitution The Barron’s 400 Index (B400) started the week with a newly reconstituted roster of constituents following its most recent rebalance,...