Morningstar

Brookstone Value Stock ETF BAMV

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

Morningstar’s Analysis BAMV

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

  • People Pillar

    The People Pillar is our evaluation of the BAMV 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 BAMV’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 Value 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMV

More BAMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Newmont Corp

4.54 3.7 Mil
Basic Materials

NextEra Energy Inc

4.42 3.6 Mil
Utilities

Fidelity National Information Services Inc

4.28 3.5 Mil
Technology

The Goldman Sachs Group Inc

4.18 3.4 Mil
Financial Services

Welltower Inc

3.98 3.2 Mil
Real Estate

JPMorgan Chase & Co

3.92 3.2 Mil
Financial Services

Bank of America Corp

3.76 3.1 Mil
Financial Services

Exxon Mobil Corp

3.66 3.0 Mil
Energy

Wells Fargo & Co

3.58 2.9 Mil
Financial Services

Otis Worldwide Corp Ordinary Shares

3.56 2.9 Mil
Industrials

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