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TBFGThe Brinsmere Fund - Growth ETF

Diversifier#59 of 228 for Diversifier

Seeks long-term growth of capital.

The Brinsmere Funds · Since 2024 (2 years)

Annual Cost

0.46%

#2107 out of 5,332 ETFs

Fund Size

$354M

#1697 out of 5,332 ETFs

Dividend Yield

2.59%

Track Record

2 years

#3499 out of 5,332 ETFs

Performance

1 Year

+24.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
77.4%
Bonds
18.0%
Other
2.4%
Cash
2.1%

Sector breakdown

Technology
20.8%
Financial Services
17.0%
Industrials
13.6%
Consumer Cyclical
8.9%
Healthcare
8.9%
Energy
7.0%
Communication
6.1%
Consumer Defensive
6.0%
Other
11.6%

Top holdings

State Street® SPDR® Port S&P 500® ETFSPYM11.0%
Invesco S&P 500® Momentum ETFSPMO6.1%
Vanguard FTSE Developed Markets ETFVEA6.0%
Invesco RAFI US 1000 ETFPRF4.7%
Dimensional US Equity Market ETFDFUS4.7%
State Street SPDR Port S&P 400 Md CpETFSPMD4.7%
Vanguard Intmdt-Term Trs ETFVGIT4.6%
Vanguard Interm-Term Corp Bd ETFVCIT4.6%
State Street SPDR Port S&P 600 Sm CpETFSPSM4.4%
iShares MSCI EAFE Min Vol Factor ETFEFAV3.4%

Risk profile

Volatility (1Y)

9.5%

Moderate

Max drawdown

-13.4%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.7 years

Credit ratings

US Government
10.7%
AAA
53.3%
AA
13.0%
A
11.9%
BBB
13.6%
BB
5.6%
B
1.9%
Below B
0.6%

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Data updated on 2026-05-05