TBFC vs. OCIO ETF Comparison
Comparison of The Brinsmere Fund Conservative ETF (TBFC) to ClearShares OCIO ETF (OCIO)
TBFC
The Brinsmere Fund Conservative ETF
TBFC Description
TBFC is designed to deliver multi-asset exposure while seeking long-term capital appreciation with capital preservation. It holds funds that represent the broad equity and bond markets as selected based on a set of risk-management techniques of two independent proprietary strategies. The Systematic Market Beta Strategy (SMB) and the Classic Asset Allocation Revisited Strategy (CAAR) are rules-based, tactical asset allocation investment strategies used to systematically rebalance the funds holdings. The former aims to reduce risk and enhance performance based on market risk assessments, while the latter seeks tactical adaptation to changing market conditions using mean-variance optimization. The fund employs a conservative model of CAAR with a 20% equity floor target and a 40% equity cap. Both strategies are re-evaluated and rebalanced monthly. TBGC launched alongside its sister fund, TBFG, which seeks a growth-focused portfolio.
Grade (RS Rating)
Last Trade
$26.84
Average Daily Volume
1,382
9
OCIO
ClearShares OCIO ETF
OCIO Description
The investment seeks to outperform a traditional 60/40 mix of global equity and fixed-income investments. The fund is expected to typically invest approximately 40% to 70% of its total assets in underlying funds that principally invest in equity securities of any market capitalization. It is expected to typically invest approximately 20% to 50% of its total assets in underlying funds that principally invest in debt obligations.Grade (RS Rating)
Last Trade
$33.69
Average Daily Volume
711
15
Performance
| Period | TBFC | OCIO |
|---|---|---|
| 30 Days | -0.51% | -0.60% |
| 60 Days | 1.37% | 0.16% |
| 90 Days | 2.41% | 4.75% |
| 12 Months | 17.12% |
TBFC: Top Represented Industries & Keywords
OCIO: Top Represented Industries & Keywords
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