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Morningstar

Brookstone Active ETF BAMA

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

Morningstar’s Analysis BAMA

Will BAMA 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 BAMA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAMA 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 BAMA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Brookstone Active 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMA

More BAMA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® Portfolio S&P 500 Growth ETF

22.66 8.6 Mil
—

SPDR® Portfolio S&P 500® ETF

21.28 8.0 Mil
—

SPDR® Portfolio S&P 500 Value ETF

19.66 7.4 Mil
—

SPDR® Portfolio Aggregate Bond ETF

17.39 6.6 Mil
—

iShares® 0-3 Month Treasury Bond ETF

16.89 6.4 Mil
—

Cash & Cash Equivalents

2.13 805,585
Cash and Equivalents