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.
Brookstone Dividend Stock ETF BAMD
Morningstar’s Analysis BAMD
Will BAMD 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 35.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
International Paper Co | 3.89 | 2.9 Mil | Consumer Cyclical |
HP Inc | 3.80 | 2.8 Mil | Technology |
Prudential Financial Inc | 3.55 | 2.6 Mil | Financial Services |
American Electric Power Co Inc | 3.53 | 2.6 Mil | Utilities |
3M Co | 3.51 | 2.6 Mil | Industrials |
ONEOK Inc | 3.46 | 2.6 Mil | Energy |
Dominion Energy Inc | 3.45 | 2.6 Mil | Utilities |
Kinder Morgan Inc Class P | 3.44 | 2.5 Mil | Energy |
Altria Group Inc | 3.44 | 2.5 Mil | Consumer Defensive |
NiSource Inc | 3.44 | 2.5 Mil | Utilities |