The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
The Brinsmere Fund - Growth ETF TBFG
Morningstar’s Analysis TBFG
Will TBFG outperform in 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 78.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vanguard Total Stock Market ETF | 17.02 | 46.7 Mil | — |
Vanguard Value ETF | 10.74 | 29.5 Mil | — |
Vanguard Growth ETF | 9.35 | 25.6 Mil | — |
Vanguard Short-Term Treasury ETF | 8.92 | 24.5 Mil | — |
SPDR® S&P 500 ETF Trust | 6.89 | 18.9 Mil | — |
Vanguard Small-Cap ETF | 5.61 | 15.4 Mil | — |
Vanguard FTSE Europe ETF | 5.23 | 14.4 Mil | — |
iShares MSCI China ETF | 5.23 | 14.3 Mil | — |
iShares MSCI Emerging Mkts ex China ETF | 5.03 | 13.8 Mil | — |
Vanguard Short-Term Bond ETF | 4.50 | 12.3 Mil | — |