Brookstone Asset Management

Statistics as of Apr 04, 2025

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Found total of 8 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets ▼6M Money Flow
Mid-Cap Value
Expense Ratio
0.95%
TTM Yield
3.8%
3yr Sharpe
-
YTD Return
-5.4%
3yr Return
-
1yr Return
9.1%
Total Assets
$86M
6M Money Flow
$8M
Large Growth
Expense Ratio
0.95%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-15.7%
3yr Return
-
1yr Return
-0.7%
Total Assets
$84M
6M Money Flow
$10M
Large Value
Expense Ratio
0.95%
TTM Yield
1.4%
3yr Sharpe
-
YTD Return
-7.7%
3yr Return
-
1yr Return
-1.3%
Total Assets
$84M
6M Money Flow
$5M
Ultrashort Bond
Expense Ratio
1.05%
TTM Yield
3.9%
3yr Sharpe
-
YTD Return
0.9%
3yr Return
-
1yr Return
3.9%
Total Assets
$70M
6M Money Flow
$4M
Intermediate Core Bond
Expense Ratio
1.04%
TTM Yield
2.8%
3yr Sharpe
-
YTD Return
3.9%
3yr Return
-
1yr Return
6.9%
Total Assets
$62M
6M Money Flow
$4M
Moderate Allocation
Expense Ratio
0.99%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-8.2%
3yr Return
-
1yr Return
0.7%
Total Assets
$38M
6M Money Flow
$1M
Moderate Allocation
Expense Ratio
1.38%
TTM Yield
8.1%
3yr Sharpe
-
YTD Return
-3.8%
3yr Return
-
1yr Return
2.2%
Total Assets
$36M
6M Money Flow
$2M
Moderate Allocation
Expense Ratio
1.06%
TTM Yield
1.7%
3yr Sharpe
-
YTD Return
-8.6%
3yr Return
-
1yr Return
0.6%
Total Assets
$35M
6M Money Flow
$2M