TBFC
The Brinsmere Fund - Conservativ
TBFC
26,44
0,29 Bil. AUM
0,4% Expense Ratio
26,04 NAV
The Brinsmere Fund - Conservativ Profile
About The Brinsmere Fund - Conservativ
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund’s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the SMB and the CAAR. SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.
- Company
- Holdings
- 0
- CUSIP
The Brinsmere Fund - Conservativ Sectors
| Industry | Percentage |
|---|---|
| Technology | 27,82% |
| Financial Servic | 12,89% |
| Healthcare | 11,03% |
| Industrials | 9,49% |
| Consumer Cyclica | 9,44% |
| Communication Se | 7,45% |
| Real Estate | 7,11% |
| Consumer Defensi | 5,57% |
| Energy | 3,98% |
| Basic Materials | 2,76% |
| Utilities | 2,48% |