The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Burney U.S. Factor Rotation ETF BRNY
Morningstar’s Analysis BRNY
Will BRNY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 5.87 | 13.3 Mil | Technology |
Meta Platforms Inc Class A | 4.65 | 10.6 Mil | Communication Services |
ServiceNow Inc | 4.53 | 10.3 Mil | Technology |
UGI Corp | 4.24 | 9.6 Mil | Utilities |
NVIDIA Corp | 4.04 | 9.2 Mil | Technology |
Alphabet Inc Class A | 3.88 | 8.8 Mil | Communication Services |
Iron Mountain Inc | 3.86 | 8.8 Mil | Real Estate |
Allison Transmission Holdings Inc | 3.36 | 7.6 Mil | Consumer Cyclical |
The Hershey Co | 3.00 | 6.8 Mil | Consumer Defensive |
Toll Brothers Inc | 2.81 | 6.4 Mil | Consumer Cyclical |