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Brookstone Growth Stock ETF BAMG

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

Morningstar’s Analysis BAMG

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Brookstone Growth Stock ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMG

More BAMG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.70 3.6 Mil
Technology

Amazon.com Inc

4.04 3.1 Mil
Consumer Cyclical

EOG Resources Inc

3.89 3.0 Mil
Energy

Qualcomm Inc

3.84 3.0 Mil
Technology

Netflix Inc

3.77 2.9 Mil
Communication Services

Meta Platforms Inc Class A

3.75 2.9 Mil
Communication Services

Alphabet Inc Class A

3.62 2.8 Mil
Communication Services

Teradyne Inc

3.47 2.7 Mil
Technology

Uber Technologies Inc

3.45 2.7 Mil
Technology

PepsiCo Inc

3.43 2.6 Mil
Consumer Defensive