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 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...
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...
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...