The Brinsmere Funds ETFs are actively managed, fund of funds that invest primarily in widely held, low cost, index tracking ETFs.
Our approach
Unlike market prognosticators who base their investment advice on their ability to predict the future and outsmart the market, The Brinsmere Funds’ rules-based investment approach relies on academic research, statistics, and thorough examination.
Our strategies utilize extensively tested, data-driven portfolio risk-management techniques, such as dynamic asset allocation, trend following, mean variance optimization and statistical modeling, in an effort to enhance risk management and improve returns.
Risk Management
The Brinsmere Funds investment strategies utilize economic data and market factors such as volatility, momentum, and price trends to manage portfolio risk.
Fund holdings are adapted in response to changing market conditions in an attempt to reduce exposure to volatile assets when conditions warrant.
Systematic Asset Allocation
A deep pool of academic and empirical research reveals that attempts to trade individual stocks in an effort to “beat the market” usually fail over the long run.
By contrast, The Brinsmere Funds’ distinct, rules-based, systematic asset allocation strategies have the potential to generate superior risk-adjusted results through time.
Low Fees
We believe high fees are the enemy of high returns. Accordingly, The Brinsmere Funds invest primarily in low-cost index tracking ETFs.
Furthermore, the funds’ total expense ratio of 0.42% for TBFG and 0.41% for TBFC as of 02-28-24 positions them as the lowest expense ratio ETFs among those listed in Morningstar’s ‘US Funds Tactical Allocation’ category *.