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Burney U.S. Factor Rotation ETF Impresses with 5-Star Morningstar Rating

The Burney Company has reached a significant milestone with its Burney U.S. Factor Rotation ETF (BRNY) being awarded a prestigious 5-Star Overall Morningstar Rating™ as of September 30, 2025. This accolade marks the ETF's third anniversary, illustrating the firm’s commitment to delivering exceptional investment performance.

Morningstar's rating system is recognized in the investment community for its rigorous evaluation of funds based on risk-adjusted returns relative to peers. Achieving a 5-star rating places BRNY in the top 10% of funds within its category, a testament to its effective investment strategy.

Since its launch on October 13, 2022, BRNY has exhibited exceptional performance, with its Net Asset Value (NAV) experiencing a substantial appreciation of 25.2%. In comparison, the S&P 500 returned 24.5% over the same timeframe. This remarkable performance reflects the ETF's ability to adapt its strategies based on market dynamics, focusing on factors that currently display effectiveness.

Lowell Pratt, President of The Burney Company, expressed his enthusiasm stating, "We are honored that BRNY received this rating from Morningstar. 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."

As the firm continues to look forward, it is gearing up for the launch of its second ETF, the Burney US Equity Select ETF (BRES), slated for February 5, 2026. The recent recognition of BRNY bolsters The Burney Company's reputation for expertise in investment management as it expands its offering of ETFs.

About the BRNY ETF

The Burney U.S. Factor Rotation ETF is an actively managed fund aiming to maximize growth while outperforming the broader U.S. equity market. Utilizing a strategy focused on sector rotation, the ETF targets the Size and Style segments within the market that show the greatest potential for growth. This quantitative model evaluates stocks across various factors, constantly adjusting the weightings in response to current market trends. Over the past five decades, this systematic approach has been honed to deliver robust investment results.

The Burney Company: A Legacy of Excellence

Founded in 1974, The Burney Company has established itself as a force in financial advisory services, recently earning a spot on CNBC's 2025 FA 100 list as the #4 financial advisory firm nationally and #1 in Virginia. The firm offers a comprehensive suite of services, including investment management and holistic financial planning through its division, Burney Wealth Management. The organization caters to a diverse clientele, including individuals, families, and business owners, managing investments across various platforms including separately managed accounts and ETFs.

For those interested in delving deeper into the performance and strategy of BRNY, additional information can be found at www.burneyetfs.com.

Final Notes

Investors are advised to consider carefully the fund's investment objectives, risks, charges, and expenses before investing. A prospectus detailing all essential information can be accessed through the Burney ETFs website. As with any investment, past performance does not guarantee future results, and investors should be prepared for market fluctuations and associated risks. Overall, the Burney U.S. Factor Rotation ETF's recent recognition stands as a significant endorsement of its value proposition in the investment landscape.