The Brinsmere Fund - Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
The Brinsmere Fund - Growth ETF TBFG
Morningstar’s Analysis TBFG
Will TBFG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 64.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® Port S&P 500® ETF | 12.39 | 47M | — |
Invesco S&P 500® Momentum ETF | 7.52 | 29M | — |
Invesco RAFI US 1000 ETF | 6.99 | 27M | — |
State Street SPDR Port S&P 600 Sm CpETF | 6.26 | 24M | — |
State Street SPDR Port S&P 400 Md CpETF | 6.25 | 24M | — |
Vanguard FTSE Developed Markets ETF | 6.00 | 23M | — |
Vanguard Intmdt-Term Trs ETF | 5.54 | 21M | — |
Xtrackers USD High Yield Corp Bd ETF | 5.46 | 21M | — |
Invesco S&P 500® Equal Weight ETF | 4.10 | 16M | — |
Vanguard Interm-Term Corp Bd ETF | 3.76 | 14M | — |