Key stats
About Brookstone Intermediate Bond ETF Brookstone Growth Stock ETF
Expense ratio
0.95%
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Inception date
Sep 27, 2023
BAMGs objective is to provide capital appreciation by actively investing in the equity stocks of US companies believed to have strong earnings growth potential. Mid- or larger-cap companies are screened and favored, with a focus on the latter. These companies are then analyzed using external and internal research done by the funds adviser by considering its current and expected growth, reputation, relevance to investors, and third-party financial ratings of potential investments. Approximately 30 high-quality growth-oriented stocks are selected, all of which are either below their fundamental fair value or are reasonably priced. Note that the fund may tilt to certain sectors due to greater growth stocks exposure. BAMG launched alongside its sister fund, BAMV, which instead offers value stocks exposure.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Stock breakdown by region