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The Barron's 400SM index, calculated by Dow Jones Indexes, measures the performance of a diversified group of U.S. companies selected
in part based on fundamentals-related rules-based criteria. The index includes companies that have scored highest according to
fundamentals-related rankings calculated by MarketGrader.com. Additional rules-based screening provides for sector and market cap diversification.
The index is licensed by Dow Jones Indexes.
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Index Rules
- 400-company index; equally weighted
- Underlying universe: Dow Jones U.S. Total Stock Market Index (DJ U.S. TSM)
- Companies ranking highest based on fundamentals-related scores calculated by MarketGrader.com
- All selections must have a minimum float-adjusted market cap of $250 million
- At least 25% of all selections must have a market cap above $3 billion
- The number of selections in the same industry sector cannot exceed 20% of index (80 companies)
- No REITs are eligible for index selection
- All index selections must have reported quarterly or annual results within the last six months
- All selections must have a minimum 3-month avg. daily trading dollar value of $2 million
Barron's 400 performance since base date*
* The Barron's 400 index was first published on August 29, 2007. All estimated daily historical closing prices prior to that date are based on back-testing (i.e., calculations of how the index might have performed in the past if it had existed). Backtested performance information is purely hypothetical and is solely for informational purposes. Backtested performance does not represent actual performance, and should not be interpreted as an indication of actual performance. Past performance is not indicative of future results.
© Dow Jones & Company, Inc. 2009. All rights reserved. The Barron's 400 Index is proprietary to Dow Jones & Company, Inc. "Dow Jones", "Dow Jones Indexes", "DJIA” and “Dow Jones U.S. Total Stock Market Index” are service marks of Dow Jones & Company, Inc. ("Dow Jones"). "Barron's" and "Barron's 400" are service marks of Dow Jones L.P. Inclusion of a company in the Barron's 400 Index, Dow Jones Industrial Average or Dow Jones U.S. Total Stock Market Index does not in any way reflect an opinion of Dow Jones, Barron's, or any of their affiliates on the investment merits of such company.
