Key stats
About ETF Series Solutions The Brinsmere Fund Growth ETF
Expense ratio
0.46%
Home page
Inception date
Jan 16, 2024
TBFG is designed to deliver multi-asset exposure while seeking long-term capital growth. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a growth-focused model of CAAR with a 35% equity floor target and an 85% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGF launched alongside its sister fund, TBFC, which focuses on a more conservative portfolio.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF94.53%
Mutual fund5.50%
Cash−0.03%
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