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Progressive

Burney US Factor Rotation ETF

BRNY is an actively managed fund that shifts US equity exposure between size and style perceived to be advantageous for the given market phase. Individual securities are selected based on a proprietary quantitative model, using a multi-factor approach.

The Burney U.S. Factor Rotation ETF (BRNY) aims to capitalize on market phases by predicting and rotating between different market factors like size and style. BRNY's unique strategy involves using alternative data sets and active management to potentially outperform the market, though it comes with higher fees. Despite its innovative approach, BRNY has lagged the S&P 500 ETF since its launch in October 2022, needing more time for evaluation.

BRNY: Too Early To Tell

BRNY is an actively managed ETF following a factor rotation strategy that emphasizes the size (large vs. small) and style (growth vs. value) factors. Its expense ratio is 0.79%. The Sub-Adviser has observed that cyclical patterns of market phases occur can be predicted using 36-month rolling periods for size and 12-month rolling periods for style. However, BRNY differs from competitors like OMFL because it does not go all-in on any particular investment regime. Instead, it assigns confidence-based target weights for each factor.

BRNY: An Expensive But Sensible U.S. Factor Rotation ETF

News for Burney US Factor Rotation ETF ETF (BRNY)