Q: DYNF— iShares U.S. Equity Factor Rotation Active ETF (not in your data base). Does this ETF look promising to you going forward ? Based on information in the fund sheet , this ETF is a diversified and tactical exposure to style factors via a factor rotation model. ETF.com says “... The [ETF] model allows securities to be included in multiple equity style factors rather than being solely assigned to a single style factor”.
DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab:
DYNF has performed very well over the years. It has a 5-star rating from Morningstar based on past performance; Morningstar rates it ‘bronze’ looking forward. I don’t expect the ETF to deliver returns similar to what returns of the past ten years. Nevertheless, in your opinion is this ETF a worthy addition to a portfolio? Unfortunately, my ‘portfolios are overly aggressive and lack dividends, so this ETF is may not be the best. I assume however that since the manager uses several different factors, DYNF may well continue to surpass the S&P 500. Is the above a logical or wrong-headed assumption? If you have better suggestions please advise (US or Europe only) :sab:
