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 66.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street® SPDR® Port S&P 500® ETF | 12.59 | 47M | — |
State Street® SPDR® S&P 500® ETF | 8.47 | 32M | — |
iShares 0–1 Year Treasury Bond ETF | 8.03 | 30M | — |
Invesco RAFI US 1000 ETF | 7.28 | 27M | — |
Invesco S&P 500® Momentum ETF | 7.05 | 27M | — |
Vanguard MStar Mega Cap Growth ETF | 5.60 | 21M | — |
Vanguard Intmdt-Term Trs ETF | 5.51 | 21M | — |
State Street SPDR Port S&P 600 Sm CpETF | 4.03 | 15M | — |
State Street SPDR Port S&P 400 Md CpETF | 3.94 | 15M | — |
Vanguard Interm-Term Corp Bd ETF | 3.69 | 14M | — |