Skip to Content

Burney U.S. Factor Rotation ETF BRNY

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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BRNY

  • 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