BRNY — Burney U.S. Factor Rotation ETF
Burney U.S. Factor Rotation ETF (BRNY)
BRNY pays a 0.33% distribution rate, quarterly, on a 0.79% expense ratio. Its Distribution Safety Score™ is 70 (Generally safe), giving a Safety-Adjusted Yield of 0.23%. Total return is 149.7% over the past 3.8 years, 21.6 points ahead of SPY at 128.1%. Its deepest 1-year drawdown was 9.3%.
The Burney U.S. Factor Rotation ETF is an actively managed fund that invests at least 80% of its assets in U.S. common stocks across large, mid, and small-capitalization companies to pursue long-term capital growth. The fund carries a low distribution rate, distributes quarterly, and has an expense ratio of 0.79%. It appeals to growth-oriented equity investors seeking active management of broad U.S. stock exposure.
BRNY key facts
- Distribution Safety Score™
- 70 · Generally safe
- Safety-Adjusted Yield
- 0.23%
- Issuer
- The Burney Company
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 10/13/2022
- Expense ratio
- 0.79%
- Distribution rate
- 0.33%
- Distribution frequency
- Quarterly
- Trailing yield
- 0.19%
- Last close
- $60.07
- AUM
- $607,524,931
- Average volume
- 21600.0
- Last dividend
- $0.0490
- Ex-dividend date
- 03/30/2026
- Payment date
- 03/31/2026
- Beta
- 1.05
- P/E ratio
- 19.8952
More funds from The Burney Company.
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