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The Brinsmere Fund - Growth ETF TBFG

Morningstar Medalist Rating
Medalist Rating as of | See The Brinsmere Funds Investment Hub

Morningstar’s Analysis TBFG

Will TBFG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBFG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBFG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TBFG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The Brinsmere Fund-Growth ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TBFG

More TBFG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Stock Market ETF

17.19 47.7 Mil
—

Vanguard Value ETF

10.78 29.9 Mil
—

Vanguard Growth ETF

9.55 26.5 Mil
—

Vanguard Short-Term Treasury ETF

8.82 24.4 Mil
—

SPDR® S&P 500® ETF Trust

6.99 19.4 Mil
—

Vanguard Small-Cap ETF

5.52 15.3 Mil
—

Vanguard Mega Cap Growth ETF

5.23 14.5 Mil
—

Vanguard FTSE Europe ETF

5.20 14.4 Mil
—

iShares MSCI China ETF

5.10 14.1 Mil
—

Vanguard Short-Term Bond ETF

4.45 12.3 Mil
—