The Milwaukee Company's Tactical Asset Allocation ETFs Soar in Morningstar Rankings

The Milwaukee Company, a Wisconsin-based investment firm, recently launched two asset allocation ETFs which have rapidly ascended to the top of Morningstar’s U.S. tactical allocation category. Thanks to impressive net assets, The Brinsmere Fund - Growth ETF (TBFG) and The Brinsmere Fund - Conservative ETF (TBFC) are now ranked as the second and third largest funds in their category, respectively, as of February 28, 2024.

Furthermore, both ETFs claim the lowest net expense ratios in their 25-fund category - 0.41% for TBFC and 0.42% for TBFG. These figures stand in stark contrast to the category’s highest expense ratio of 2.72% and the median of 1.06%, highlighting the cost-effectiveness of The Brinsmere ETFs.

The successful launch of these ETFs, which began trading on January 16, 2024, marks a significant milestone in the history of tactical asset allocation ETF launches regarding assets under management. Both funds aim to utilize analytics developed by The Milwaukee Company to achieve strong risk-adjusted performance over time, focusing on low-cost, index-tracking equity, and bond ETFs.

“Our proprietary quantitative analytics are designed to identify compelling periods for adjusting risk exposure, potentially lowering volatility and enhancing returns compared to a passive asset allocation strategy,” explained Shrey Patel, senior portfolio manager at The Milwaukee Company.