Perhaps at just the right time, the Barron’s 400 ETF (NYSEArca: BFOR ) is getting a bit more cyclical while dialing back exposure to some corners of the market that can struggle when interest rates rise. The Barron’s 400 Index (B400), BFOR’s underlying index, recently completed its most recent semi-annual reconstitution and replaced 175, or almost 44%, of its components.