Burney U.S. Factor Rotation ETF Earns Top 5-Star Rating from Morningstar

The Burney Company has announced that its Burney U.S. Factor Rotation ETF (BRNY) received a prestigious overall 5-Star Morningstar Rating as of September 30, 2025. This rating marks a significant milestone for the fund, coinciding with its third anniversary. The 5-Star rating is the highest possible in Morningstar’s evaluation system, which assesses funds based on their risk-adjusted returns relative to peers.

Since its inception on October 13, 2022, BRNY has shown impressive performance, with a net asset value (NAV) appreciation of 25.2%. This outpaces the S&P 500’s return of 24.5% over the same period. The ETF employs a systematic factor rotation strategy, which adjusts according to market conditions by focusing on factors currently demonstrating effectiveness.

“We’re honored that BRNY received this rating from Morningstar,” said Lowell Pratt, President of The Burney Company. “This overall 5-star rating validates our 50-year investment approach when applied in the ETF structure. It demonstrates that our disciplined, systematic strategy for identifying market opportunities translates effectively to the ETF wrapper, providing investors with institutional-quality portfolio management in an accessible format.”

Strategic Expansion for The Burney Company

This recognition comes at a pivotal moment for The Burney Company, which has also announced plans to launch its second ETF, the Burney U.S. Equity Select ETF (BRES), scheduled for February 5, 2026. The 5-star rating for BRNY reinforces the firm’s reputation for investment expertise as it expands its ETF offerings.

The Burney U.S. Factor Rotation ETF is actively managed and aims to maximize growth while outperforming the broader U.S. equity market. The fund’s core strategy rotates through the Size and Style segments of the market that Burney anticipates will offer superior returns. Utilizing a quantitative model, it evaluates stocks across multiple factors and adjusts factor weightings based on current market effectiveness. This systematic approach is built on nearly five decades of investment management experience.

About The Burney Company

Founded in 1974, The Burney Company has established itself as a leader in investment management and comprehensive financial planning services. The firm was recently featured on CNBC’s 2025 FA 100 list, ranking as the #4 financial advisory firm nationally and #1 in Virginia. Through its division, Burney Wealth Management, the company serves individual clients, families, and business owners, managing investments through separately managed accounts and ETFs.

For more information about BRNY, visit www.burneyetfs.com.

Investors should consider the fund’s investment objectives, risks, charges, and expenses carefully before investing. The fund’s prospectus contains important information and can be obtained by visiting the website or calling +1.215.882.9983.

As a reminder, investments involve risks, including the possibility of principal loss. The fund’s active management strategy may not yield the intended results, and the limited operating history presents challenges for prospective investors. Further, while the fund has performed well to date, past performance is not indicative of future results.

In summary, the Burney U.S. Factor Rotation ETF’s prestigious Morningstar rating reflects its strong performance and the company’s long-standing investment philosophy, setting the stage for future growth and innovation in its ETF offerings.