Key stats
About Brookstone Intermediate Bond ETF
Expense ratio
1.09%
Home page
Inception date
Sep 27, 2023
BAMB is an actively managed ETF that invests in US Treasurys and investment grade corporate bonds with a weighted average maturity range of 0-10 years, as well as unaffiliated ETFs with similar exposure. The fund aims for high and sustainable level of current income and liquidity through intermediate-term US Treasurys, supplemented by publicly issued, investment grade, intermediate-term US corporate bonds and ETFs to potentially generate additional income. The portfolios average duration is targeted to be around 5 years and is adjusted to reflect the expected near-term interest rate outlook and the shape of the yield curve. The yield curve compares the returns of short-term bonds to long-term bonds and identifies the trade-off between the time to maturity and returns. As an actively managed ETF, the fund manager has full discretion to adjust holdings at any time.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF98.88%
Cash1.12%
Top 10 holdings
Dividends
Dividend payout history