BRNY

Burney U.S. Factor Rotation ETF

$48.74

+0.00%

Market closed. Last update: 12:29 PM ET

📎 Investment Objective

The Burney U.S. Factor Rotation ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Burney U.S. Factor Rotation Index.

Overview

ETF tracking Burney U.S. Factor Rotation ETF

Category Sector Rotation

Issuer Other

Inception Date 2022-10-14

Market Cap $450.4M

Average Volume N/A

Dividend Yield 0.22%

52-Week Range $35.71 - $49.71

VWAP $48.74

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The Burney U.S. Factor Rotation ETF seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Burney U.S. Factor Rotation Index.

🎯 Investment Strategy

The ETF employs a factor rotation strategy, dynamically allocating to different equity factors such as value, momentum, quality, and low volatility based on their relative attractiveness. The goal is to capture the performance of these factors over time while managing risk through diversification.

✨ Key Features

Factor rotation strategy that dynamically allocates to different equity factors
Aims to capture the performance of value, momentum, quality, and low volatility factors
Diversified exposure to U.S. equities across multiple investment factors
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market conditions
Factor risk: The performance of the underlying factors may not behave as expected, leading to underperformance
Liquidity risk: The ETF may have difficulty trading certain holdings, especially in volatile markets
Concentration risk: The ETF's performance may be heavily influenced by a small number of holdings or sectors

👤 Best For

This ETF may be suitable for investors seeking exposure to a diversified portfolio of U.S. equities with a focus on factor-based investing. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.