BAMY
Brookstone Yield ETF
📎 Investment Objective
The Brookstone Yield ETF (BAMY) seeks to provide current income and capital appreciation by investing in a diversified portfolio of value-oriented stocks.
Overview
ETF tracking Brookstone Yield ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Brookstone Yield ETF (BAMY) seeks to provide current income and capital appreciation by investing in a diversified portfolio of value-oriented stocks.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in large-cap U.S. companies that are trading at attractive valuations and have the potential for dividend growth. The portfolio is actively managed, with the goal of identifying undervalued stocks with sustainable competitive advantages and strong cash flows.
✨ Key Features
- Focuses on value-oriented stocks with an emphasis on dividend-paying companies
- Actively managed portfolio aiming to identify undervalued stocks with growth potential
- Diversified exposure to large-cap U.S. equities
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Dividend risk: There is no guarantee that the companies held in the portfolio will continue to pay dividends
- Active management risk: The fund's performance may deviate from the broader market due to the investment decisions made by the portfolio manager
👤 Best For
The Brookstone Yield ETF may be suitable for investors seeking current income and long-term capital appreciation through exposure to a diversified portfolio of value-oriented U.S. stocks. This fund may be appropriate for investors with a moderate to long-term investment horizon and a moderate risk tolerance.