Burney Factor Rotation Etf Profile
| BRNY Etf | USD 43.33 0.33 0.76% |
Performance15 of 100
| Odds Of DistressLess than 9
|
Burney Factor is trading at 43.33 as of the 28th of November 2024; that is 0.76 percent decrease since the beginning of the trading day. The etf's open price was 43.66. Burney Factor has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Burney Factor Rotation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is an actively managed exchange-traded fund that seeks long term growth of capital. Burney US is traded on NASDAQ Exchange in the United States. More on Burney Factor Rotation
Moving together with Burney Etf
| 0.99 | VO | Vanguard Mid Cap | PairCorr |
| 0.98 | VXF | Vanguard Extended Market | PairCorr |
| 0.98 | IJH | iShares Core SP | PairCorr |
| 0.99 | IWR | iShares Russell Mid Sell-off Trend | PairCorr |
| 0.98 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.96 | FV | First Trust Dorsey | PairCorr |
Moving against Burney Etf
Burney Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Mid-Cap Blend, The Burney Company (View all Sectors) |
| Issuer | Empowered Funds |
| Inception Date | 2022-10-13 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 300.31 Million |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Empowered Funds, LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Andrew Pratt, Joel Sues, Evgeny Gushcha |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Jul |
| Exchange | NASDAQ |
| Number of Constituents | 80.0 |
| Market Maker | GTS |
| Total Expense | 0.79 |
| Management Fee | 0.79 |
| 200 Day M A | 37.481 |
| Country Name | USA |
| 50 Day M A | 40.6154 |
| Code | BRNY |
| Updated At | 27th of November 2024 |
| Returns Y T D | 35.59 |
| Name | Burney U.S. Factor Rotation ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG019RXP2W0 |
| Type | ETF |
| 1y Volatility | 12.71 |
Burney Factor Rotation [BRNY] is traded in USA and was established 2022-10-13. The fund is listed under Mid-Cap Blend category and is part of The Burney Company family. The entity is thematically classified as Strategy ETFs. Burney Factor Rotation currently have 135.59 M in assets under management (AUM). , while the total return for the last year was 45.6%.
Check Burney Factor Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Burney Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Burney Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Burney Factor Rotation Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Burney Factor Rotation Etf Constituents
| NTAP | NetApp Inc | Stock | Information Technology | |
| VRTX | Vertex Pharmaceuticals | Stock | Health Care | |
| COLL | Collegium Pharmaceutical | Stock | Health Care | |
| TRGP | Targa Resources | Stock | Energy | |
| SYF | Synchrony Financial | Stock | Financials | |
| FTNT | Fortinet | Stock | Information Technology | |
| G | Genpact Limited | Stock | Industrials | |
| MS | Morgan Stanley | Stock | Financials |
Burney Factor Rotation Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Burney Factor. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1606 | |||
| Jensen Alpha | 0.0628 | |||
| Total Risk Alpha | 0.0353 | |||
| Sortino Ratio | 0.0641 |
Burney Factor Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Burney Factor Rotation. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of Burney Factor Rotation is measured differently than its book value, which is the value of Burney that is recorded on the company's balance sheet. Investors also form their own opinion of Burney Factor's value that differs from its market value or its book value, called intrinsic value, which is Burney Factor's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Burney Factor's market value can be influenced by many factors that don't directly affect Burney Factor's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Burney Factor's value and its price as these two are different measures arrived at by different means. Investors typically determine if Burney Factor is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Burney Factor's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.