TBFC
The Brinsmere Fund Conservative ETF
📎 Investment Objective
The Brinsmere Fund Conservative ETF seeks to provide conservative capital appreciation and income generation through a diversified portfolio of fixed-income and low-risk equity investments.
Overview
ETF tracking The Brinsmere Fund Conservative ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Brinsmere Fund Conservative ETF seeks to provide conservative capital appreciation and income generation through a diversified portfolio of fixed-income and low-risk equity investments.
🎯 Investment Strategy
The ETF aims to achieve its objective by investing primarily in a mix of government and high-quality corporate bonds, as well as a small allocation to low-volatility stocks. The fund's portfolio is actively managed to maintain a conservative risk profile.
✨ Key Features
- Diversified portfolio of fixed-income and low-risk equity securities
- Actively managed to maintain a conservative risk profile
- Emphasis on capital preservation and income generation
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Interest rate risk: The fund's bond holdings may decline in value when interest rates rise
- Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
- Market risk: The value of the fund's investments may fluctuate due to general market conditions
- Liquidity risk: Some of the fund's holdings may be difficult to sell quickly at fair market value
👤 Best For
The Brinsmere Fund Conservative ETF is best suited for investors with a low risk tolerance who are seeking a conservative investment option for capital preservation and modest income generation. This ETF may be appropriate for investors with a shorter investment horizon or those nearing retirement.