Morningstar

Brompton Enhanced Multi-Asset Income ETF BMAX

Morningstar Medalist Rating
Medalist Rating as of

Morningstar’s Analysis BMAX

Will BMAX outperform in the 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 BMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brompton Enhanced Multi-Asset Income ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BMAX

More BMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Brompton Tech Leaders Inc ETF

14.39 33M
—

Brompton North American Fincls Div ETF

12.23 28M
—

Brompton Global Infrastructure ETF

11.96 27M
—

Brompton Global Dividend Growth ETF

11.05 25M
—

Brompton European Dividend Growth ETF

10.23 23M
—

Brompton North American Low Vol Dvd ETF

9.90 22M
—

Brompton Split Corp. PreferredShareETF

9.24 21M
—

Brompton Global Healthcare Inc & Gr ETF

9.14 21M
—

Brompton Flaherty & Crmrn IG Prf ETF

7.00 16M
—

Brompton Wellington Sqr IG CLO ETF CAD

4.88 11M
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