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Morningstar

Burney U.S. Factor Rotation ETF BRNY

Morningstar Medalist Rating
Medalist Rating as of | See Burney Investment Hub

Morningstar’s Analysis BRNY

Will BRNY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRNY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRNY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRNY’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Burney U.S. Factor Rotation ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile. The strategy changed its peer group in March, moving from the Large Blend category to the Mid-Cap Blend Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BRNY

More BRNY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.49 15.0 Mil
Technology

Alphabet Inc Class A

5.02 11.6 Mil
Communication Services

NVIDIA Corp

4.81 11.1 Mil
Technology

Cencora Inc

4.58 10.6 Mil
Healthcare

UGI Corp

4.45 10.3 Mil
Utilities

Owens-Corning Inc

4.28 9.9 Mil
Industrials

ServiceNow Inc

4.23 9.7 Mil
Technology

PulteGroup Inc

3.68 8.5 Mil
Consumer Cyclical

T. Rowe Price Group Inc

3.66 8.4 Mil
Financial Services

Toll Brothers Inc

3.65 8.4 Mil
Consumer Cyclical