BAMB vs. OCIO ETF Comparison
Comparison of Brookstone Intermediate Bond ETF (BAMB) to ClearShares OCIO ETF (OCIO)
BAMB
Brookstone Intermediate Bond ETF
BAMB Description
The fund is an actively managed exchange traded fund ("ETF") that, under normal circumstances, invests at least 80% of its net assets in U.S. Treasuries and investment grade corporate bonds with a 0-10 year weighted average maturity range, including unaffiliated ETFs purchased in the secondary market that invest substantially all of their assets in such fixed income instruments.
Grade (RS Rating)
Last Trade
$25.89
Average Daily Volume
7,445
Number of Holdings
*
3
* may have additional holdings in another (foreign) market
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$34.46
Average Daily Volume
796
Number of Holdings
*
15
* may have additional holdings in another (foreign) market
Performance
Period | BAMB | OCIO |
---|---|---|
30 Days | -0.91% | 1.79% |
60 Days | -2.92% | 1.47% |
90 Days | -2.14% | 2.49% |
12 Months | 4.85% | 16.20% |
BAMB Overweight 1 Positions Relative to OCIO
Symbol | Grade | Weight | |
---|---|---|---|
SCHR | D | 19.76% |
BAMB: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords
Industries: