Morningstar

Brookstone Asset Management ETFs

View all of Brookstone Asset Management’s ETFs and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.

Brookstone Asset Management ETF List

1 to 8 of 8 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Brookstone Active ETFBAMAModerate Allocation—13.42%270.990%
Brookstone Dividend Stock ETFBAMDLarge Value—21.77%40.950%
Brookstone Growth Stock ETFBAMGLarge Growth—18.15%730.950%
Brookstone Intermediate Bond ETFBAMBIntermediate Core Bond—6.07%41.040%
Brookstone Opportunities ETFBAMOModerate Allocation—11.54%591.060%
Brookstone Ultra-Short Bond ETFBAMUUltrashort Bond—3.21%991.050%
Brookstone Value Stock ETFBAMVLarge Value—12.20%850.950%
Brookstone Yield ETFBAMYModerate Allocation——7.81%961.380%

Brookstone Asset Management ETFs - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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