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The Brinsmere Fund - Conservative ETF TBFC

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

Morningstar’s Analysis TBFC

Will TBFC 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 TBFC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TBFC 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 TBFC’s parent organization’s priorities and whether they’re in line with investors’ interests.

The Brinsmere Fund-Conservative ETF's Average People Pillar and Process 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TBFC

More TBFC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Short-Term Treasury ETF

15.81 43.5 Mil
—

Vanguard Short-Term Bond ETF

15.20 41.8 Mil
—

Vanguard Total Stock Market ETF

10.01 27.5 Mil
—

First American Treasury Obligs X

7.12 19.6 Mil
Cash and Equivalents

Vanguard Interm-Term Corp Bd ETF

6.59 18.1 Mil
—

Vanguard Growth ETF

5.66 15.6 Mil
—

Vanguard Value ETF

5.41 14.9 Mil
—

Vanguard Interm-Term Bond ETF

4.88 13.4 Mil
—

Vanguard Total Bond Market ETF

3.18 8.8 Mil
—

Vanguard Small-Cap ETF

3.13 8.6 Mil
—