Barron's 400 Index Snapshot 
Barron's 400 Index Performance Since Dec. 1999
Annual Returns
| Index | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 3-Yr | 5-Yr | 10-Yr |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Barron's 400 | -1.8% | -10.8% | 43.8% | 22.6% | 11.0% | 11.6% | 5.1% | -40.0% | 39.1% | 22.6% | -0.4% | 13.8% | 62.2% | 38.4% | 180.7% |
| DJIA | -7.1% | -16.8% | 25.3% | 3.1% | -0.6% | 16.3% | 6.4% | -33.8% | 18.8% | 11.0% | 5.5% | 7.3% | 52.1% | 21.2% | 78.1% |
| S&P 500 | -13.0% | -23.4% | 26.4% | 9.0% | 3.0% | 13.6% | 3.5% | -38.5% | 23.5% | 12.8% | -0.0% | 13.4% | 54.2% | 18.7% | 77.6% |
| DJ U.S. TSM | -12.1% | -22.1% | 29.4% | 10.7% | 4.6% | 13.8% | 3.8% | -38.6% | 25.7% | 15.3% | -0.9% | 13.9% | 38.1% | 8.7% | 72.1% |
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
Fundamental Attributes
| Average Market Cap (M) | $19,459.3 |
| P/E (12 months trailing) | 20.4 |
| P/E Next 12 Months | 19 |
| Revenue 3 Yr. Chg. (TTM) | 65.3% |
| Net Income 3 Yr. Chg. (TTM) | 203.6% |
| EPS 3 Yr. Growth | 33.5% |
| EPS 5 Yr. Growth | 18.6% |
| LT Debt/Total Capital | 27.5% |
| Return on Equity | 30.2% |
| Operating Margin | 20.4% |
| Dividend Yield (Avg.) | 1% |
| Beta (Avg.) | 1.2 |
Barron's 400 Breakdown
Top 5 Fundamental Grades
| Company | Grade |
|---|---|
| CVR Energy, Inc. (CVI) |
87.6 |
| Fossil, Inc. (FOSL) |
87.6 |
| Smith & Wesson Holding Corp. (SWHC) |
86.3 |
| Questcor Pharmaceutical, Inc. (QCOR) |
86.1 |
| Sturm, Ruger & Co., Inc. (RGR) |
84.8 |
Top 5 Sentiment Scores
| Company | Sentiment |
|---|---|
| Multimedia Games Holding Co., Inc. (MGAM) |
9.9 |
| Spirit Airlines, Inc. (SAVE) |
9.9 |
| Santarus, Inc. (SNTS) |
9.9 |
| Medidata Solutions, Inc. (MDSO) |
9.8 |
| Stamps.com, Inc. (STMP) |
9.8 |
5 Biggest Companies
| Company | Market Cap |
|---|---|
| Exxon Mobil Corp. (XOM) | $407,999,000,000 |
| Apple, Inc. (AAPL) | $406,679,000,000 |
| Google, Inc. (GOOG) | $301,635,000,000 |
| Microsoft Corp. (MSFT) | $291,203,000,000 |
| Wal-Mart Stores, Inc. (WMT) | $256,179,000,000 |
5 Smallest Companies
| Company | Market Cap |
|---|---|
| HomeStreet, Inc. (HMST) | $342,437,000 |
| Synergy Resources Corp. (SYRG) | $362,399,000 |
| Rudolph Technologies, Inc. (RTEC) | $368,607,000 |
| Medifast, Inc. (MED) | $387,346,000 |
| Cambrex Corp. (CBM) | $395,103,000 |
Top 10 Most Selections
| Company | Number of Selections |
|---|---|
| Microsoft Corp. (MSFT) | 29 |
| Wal-Mart Stores, Inc. (WMT) | 29 |
| Amgen, Inc. (AMGN) | 27 |
| Bed Bath & Beyond, Inc. (BBBY) | 26 |
| The Home Depot, Inc. (HD) | 26 |
| Company | Number of Selections |
|---|---|
| International Business Machines Corp. (IBM) | 26 |
| NIKE, Inc. (NKE) | 26 |
| Oracle Corp. (ORCL) | 26 |
| PepsiCo, Inc. (PEP) | 26 |
| Apollo Group, Inc. (APOL) | 24 |
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