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.
Research context
The Brinsmere Fund - Conservative ETF appears in PyInvesting’s ETF catalogue. The price history above describes this recorded instrument; it does not by itself identify a company’s business or establish a continuous investment return.
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