The Milwaukee Company Launches Top-Tier Asset Allocation ETFs in Morningstar Rankings

The Milwaukee Company’s recent launch of two asset allocation ETFs, The Brinsmere Fund – Growth ETF (TBFG) and The Brinsmere Fund – Conservative ETF (TBFC), has quickly propelled them to the top tier of ETFs in Morningstar’s U.S. tactical allocation category. These funds are now the second- and third-largest in terms of net assets in the category, with the lowest net expense ratios compared to their peers.

The success of the Brinsmere ETFs, which began trading on the New York Stock Exchange in January 2024, is attributed to the innovative analytics developed by The Milwaukee Company. These funds aim to generate strong risk-adjusted performance through time relative to comparable, passively managed fund of funds.

Andrew Willms, president and CEO of The Milwaukee Company, expressed the firm’s commitment to being a leader in systematically managed asset allocation ETFs. The company’s senior portfolio manager, Shrey Patel, highlighted the potential benefits of active risk management in lowering volatility and enhancing returns compared to passive strategies.

Investors interested in learning more about The Brinsmere Funds can visit www.thebrinsmerefunds.com. The Milwaukee Company, established in 2010, manages approximately $1 billion for its clients and offers investment-related services to individuals, trusts, investment entities, and charitable organizations.

Before investing in these funds, investors are advised to carefully consider the investment objectives, risk factors, charges, and expenses outlined in the prospectus and Summary Prospectus. Quasar Distributors, LLC, serves as the distributor for these funds, and investing involves risk, including the possible loss of principal.

Overall, the success of The Milwaukee Company’s Brinsmere ETFs marks a significant achievement in the world of asset allocation ETFs, showcasing the firm’s dedication to providing value for investors through innovative strategies and analytics.