Morningstar

Brookstone Yield ETF BAMY

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

Morningstar’s Analysis BAMY

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

  • People Pillar

    The People Pillar is our evaluation of the BAMY 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 BAMY’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 Yield 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BAMY

More BAMY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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21.00 7.2 Mil
—

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—

Invesco Senior Loan ETF

19.56 6.7 Mil
—

JPMorgan Nasdaq Equity Premium Inc ETF

19.33 6.6 Mil
—

Panagram BBB-B Clo ETF

9.89 3.4 Mil
—

Janus Henderson B-BBB CLO ETF

9.87 3.4 Mil
—

Cash & Cash Equivalents

0.59 200,546
Cash and Equivalents

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