BRNY 📈 Burney U.S. Factor Rotation - Overview
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US02072L6496 • Mid-Cap Blend
BRNY: Large Stocks, Mid Stocks, Small Stocks
The fund is an actively managed exchange-traded fund ('ETF') that seeks long term growth of capital. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund's net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock. The fund will invest its assets in common stocks of large, mid, and small-capitalization companies.
Additional Sources for BRNY ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BRNY ETF Overview
| Market Cap in USD | 293m |
| Category | Mid-Cap Blend |
| TER | 0.79% |
| IPO / Inception | 2022-10-13 |
BRNY ETF Ratings
| Growth 5y | 83.6% |
| Fundamental | - |
| Dividend | 30.6% |
| Rel. Strength Industry | 16.9 |
| Analysts | - |
| Fair Price Momentum | 44.20 USD |
| Fair Price DCF | - |
BRNY Dividends
| Dividend Yield 12m | 0.23% |
| Yield on Cost 5y | 0.40% |
| Annual Growth 5y | 18.29% |
| Payout Consistency | 85.3% |
BRNY Growth Ratios
| Growth Correlation 3m | 33.3% |
| Growth Correlation 12m | 95.6% |
| Growth Correlation 5y | 95.7% |
| CAGR 5y | 28.83% |
| CAGR/Mean DD 5y | 10.47 |
| Sharpe Ratio 12m | 1.63 |
| Alpha | 3.23 |
| Beta | 1.12 |
| Volatility | 16.62% |
| Current Volume | 7.5k |
| Average Volume 20d | 11k |
What is the price of BRNY stocks?
As of January 18, 2025, the stock is trading at USD 42.81 with a total of 7,508 shares traded.
Over the past week, the price has changed by +3.29%, over one month by +0.13%, over three months by +5.27% and over the past year by +33.77%.
As of January 18, 2025, the stock is trading at USD 42.81 with a total of 7,508 shares traded.
Over the past week, the price has changed by +3.29%, over one month by +0.13%, over three months by +5.27% and over the past year by +33.77%.
Is Burney U.S. Factor Rotation a good stock to buy?
Yes. Based on ValueRay Analyses, Burney U.S. Factor Rotation (NASDAQ:BRNY) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 83.59 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BRNY as of January 2025 is 44.20. This means that BRNY is currently overvalued and has a potential downside of 3.25%.
Yes. Based on ValueRay Analyses, Burney U.S. Factor Rotation (NASDAQ:BRNY) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 83.59 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BRNY as of January 2025 is 44.20. This means that BRNY is currently overvalued and has a potential downside of 3.25%.
Is BRNY a buy, sell or hold?
Burney U.S. Factor Rotation has no consensus analysts rating.
Burney U.S. Factor Rotation has no consensus analysts rating.
What are the forecast for BRNY stock price target?
According to ValueRays Forecast Model, BRNY Burney U.S. Factor Rotation will be worth about 49.4 in January 2026. The stock is currently trading at 42.81. This means that the stock has a potential upside of +15.28%.
According to ValueRays Forecast Model, BRNY Burney U.S. Factor Rotation will be worth about 49.4 in January 2026. The stock is currently trading at 42.81. This means that the stock has a potential upside of +15.28%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 49.4 | 15.3% |