Brookstone Active ETF

Frequently Asked Questions About BAMA

What does BAMA invest in?

The Brookstone Active ETF (BAMA) is a dynamically managed exchange-traded fund. It strategically invests in a diverse portfolio of global equities, encompassing companies of all sizes, including those in emerging markets. Additionally, the fund allocates capital to various fixed-income instruments, specifically including high-yield (junk) bonds, and maintains holdings in cash and highly liquid assets. These investment decisions are implemented through underlying ETFs and are driven by the adviser's ongoing assessment of the relative attractiveness of each asset class.

What is the expense ratio of BAMA?

Brookstone Active ETF (BAMA) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BAMA?

Brookstone Active ETF (BAMA) manages $50.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BAMA actively managed or an index fund?

BAMA's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BAMA launched?

Brookstone Active ETF (BAMA) launched in September 2023 and is managed by Inspire.

How has BAMA performed?

BAMA's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.