MarketGrader Indexes

Indexes & Model Portfolios

The Barron’s 400 Index: February 2021 Performance Summary

With a total return of 5.60% for the month, the Barron’s 400 Index (B400) significantly outperformed the broad market in...

March 5, 2021

Global Equities

How Did We Do? Grading the MarketGrader Indexes in 2020

While the rollout of our new website last month kept us too busy to report on our 2020 performance, we...

February 2, 2021

Global Equities

Getting to Know Chinese Companies Beyond Alibaba and Tencent

(This is the first in a series of articles that will highlight some of the most attractive and fastest-growing companies...

November 30, 2020

Global Equities

The MarketGrader Growth Leaders Indexes: Harnessing Growth in China and India

The rapid growth in the Chinese and Indian economies over the past decade is widely known to investors. Yet not...

May 1, 2020

Indexes & Model Portfolios

Factor Investing and the Barron’s 400 Index

In the last 20 years the U.S. stock market has had two massive drawdowns of at least 45% apiece and...

September 23, 2019

Indexes & Model Portfolios

Barron’s 400 Index Completes Its Largest Rotation Since 2008

The Barron’s 400 Index (B400) opened this week with 196 new members, having completed its latest semi-annual reconstitution and rebalance...

March 22, 2019

Indexes & Model Portfolios

B400 Out-Performs Other Indexes As It Shifts Gears

With 2018 pushing toward the halfway mark, the Barron’s 400 Index is outpacing many broad-market indexes. As of last Friday’s...

May 21, 2018

Indexes & Model Portfolios

In a Strong Year for the MarketGrader Indexes, MG100 Led the Way

Our family of MarketGrader indexes had a strong, across the board 2012, with nine out of 14 beating their benchmarks...

January 3, 2013

Indexes & Model Portfolios

MarketGrader Indexes Post Solid 2011 Results

The MarketGrader Indexes turned in another solid showing in 2011, particularly considering the market’s continued uncertainty and resulting volatility. Among...

January 7, 2012

MarketGrader Insights