Morningstar

Brookstone Dividend Stock ETF BAMD

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

Morningstar’s Analysis BAMD

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

  • People Pillar

    The People Pillar is our evaluation of the BAMD 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 BAMD’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 Dividend Stock ETF 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 BAMD

More BAMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3M Co

4.10 3.5 Mil
Industrials

Kellanova Co

4.06 3.5 Mil
Consumer Defensive

NiSource Inc

3.68 3.2 Mil
Utilities

International Paper Co

3.63 3.1 Mil
Consumer Cyclical

AT&T Inc

3.62 3.1 Mil
Communication Services

ONEOK Inc

3.60 3.1 Mil
Energy

American Electric Power Co Inc

3.56 3.1 Mil
Utilities

Kinder Morgan Inc Class P

3.51 3.0 Mil
Energy

Entergy Corp

3.49 3.0 Mil
Utilities

Gilead Sciences Inc

3.47 3.0 Mil
Healthcare

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