Burney ETFs

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Burney US Equity Select ETF

Size and style responsive US equity investing

Methodology

​​Jack Burney founded the Burney Company in 1974 after developing his own stock selection model that rates stocks on key factors including Growth, Valuations, Profitability, Quality, and Momentum. Factor effectiveness changes through time, and the Burney model is adaptive, leveraging factors with a track record of success that are especially relevant today. The Burney US Equity Select ETF provides broad US equity exposure with stock selection informed by Burney’s stock selection model. This model is the backbone of the Fund‘s strategy, but is supplemented by a signal that analyzes a company’s digital footprint to predict revenue surprises. There is synergy between Burney’s modeling approach that seeks long-term buy and hold opportunities and this forward-looking revenue surprise model that searches for stocks with underappreciated revenue growth expectations today. ​


Why Purchase This ETF

​​Core US equity exposure powered by Burney’s stock selection expertise​


Fund Objective

The Burney U.S. Equity Select ETF (the “Fund”) seeks capital appreciation.

Fund Details

Fund Documents

Current NAV and Market Price

Net Asset Value or NAV is the sum of all assets less any liabilities, divided by the number of shares outstanding. Market Price is the price at which an investor can buy or sell the Fund on an exchange.

Month-End Performance

Quarter-End Performance

The performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. 
Market price returns are based upon the closing composite market price and do not represent the returns you would receive if you traded shares at other times. Returns are average annualized total returns, except those for periods of less than one year, which are cumulative. YTD is year-to-date and ITD is inception-to-date.

Historical Premium / Discount

Completed Calendar Quarters of Current Year

The fund is traded at a premium if the price of the fund is trading above its NAV. Conversely, the fund is traded at a discount if the price of the fund is trading below its NAV.

Most Recent Completed Calendar Year

Fund Distributions

Fund Holdings

Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.