Indexes & Model Portfolios Beyond the Builders: Investing in the Next Phase of the AI Revolution How the Barron’s 400 reveals a broader opportunity emerging beneath today’s concentrated market leadership. For much of the period following...
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 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...
Indexes & Model Portfolios How Do MarketGrader’s Smart Beta Indexes Stack Up Against Active Managers? We reported recently on the stellar performance of the MarketGrader Indexes in 2024, when a majority of them beat their...
Global Equities MarketGrader Indexes – 2023 Performance Review MarketGrader’s stock selection methodology shone in 2023, as 75% of our indexes outperformed their benchmarks in what turned out to...
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,...
Indexes & Model Portfolios Are Stocks Cheap Enough Yet? It Depends Where You Look While some parts of the U.S. market still look expensive, the recent selloff has created buying opportunities among overlooked names....
Indexes & Model Portfolios Barron’s 400 Index Leans Into Natural Resource Companies In Latest Rebalance The Barron’s 400 Index (B400), a collaboration between MarketGrader and Barron’s, which seeks to track the most fundamentally sound companies...