Morningstar

Brookstone Opportunities ETF BAMO

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

Morningstar’s Analysis BAMO

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

  • People Pillar

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

Weakness in Brookstone Opportunities ETF's Process and People Pillar ratings limits this strategy 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMO

More BAMO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco NASDAQ 100 ETF

22.32 8.0 Mil
—

Vanguard S&P 500 ETF

21.78 7.8 Mil
—

SPDR® Dow Jones Industrial Avrg ETF Tr

20.55 7.4 Mil
—

SPDR® Blmbg 1-3 Mth T-Bill ETF

16.59 6.0 Mil
—

iShares® 0-3 Month Treasury Bond ETF

16.58 6.0 Mil
—

Cash & Cash Equivalents

2.18 785,978
Cash and Equivalents

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