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Brookstone Intermediate Bond ETF BAMB

Morningstar Medalist Rating
Medalist Rating as of | See Brookstone Asset Management Investment Hub

Morningstar’s Analysis BAMB

Will BAMB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAMB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAMB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BAMB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Brookstone Intermediate Bond ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMB

More BAMB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 7-10 Year Treasury Bond ETF

19.81 11.0 Mil
—

SPDR® Portfolio Intmdt Term Trs ETF

19.76 10.9 Mil
—

iShares 3-7 Year Treasury Bond ETF

19.75 10.9 Mil
—

Schwab Intermediate-Term US Trs ETF™

19.75 10.9 Mil
—

iShares 1-5 Year invmt Grd Corp Bd ETF

19.72 10.9 Mil
—

Cash & Cash Equivalents

1.20 663,295
Cash and Equivalents