Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Brookstone Intermediate Bond ETF BAMB
Morningstar’s Analysis BAMB
Will BAMB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares 7-10 Year Treasury Bond ETF | 19.81 | 11.0 Mil | — |
iShares 1-5 Year invmt Grd Corp Bd ETF | 19.78 | 10.9 Mil | — |
Schwab Intermediate-Term US Trs ETF™ | 19.77 | 10.9 Mil | — |
iShares 3-7 Year Treasury Bond ETF | 19.76 | 10.9 Mil | — |
SPDR® Portfolio Intmdt Term Trs ETF | 19.76 | 10.9 Mil | — |
Cash & Cash Equivalents | 1.12 | 621,912 | Cash and Equivalents |