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Bahl & Gaynor Income Growth ETF BGIG

Medalist Rating as of | See Bahl & Gaynor Investment Hub

Morningstar’s Analysis BGIG

Will BGIG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An incline in its Process Pillar rating is the primary driver of Bahl& Gaynor Income Growth ETF's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings BGIG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.01 8.3 Mil
Technology

Eli Lilly and Co

5.34 7.4 Mil
Healthcare

Merck & Co Inc

4.28 5.9 Mil
Healthcare

Eaton Corp PLC

3.87 5.4 Mil
Industrials

PepsiCo Inc

3.79 5.3 Mil
Consumer Defensive

AbbVie Inc

3.68 5.1 Mil
Healthcare

Procter & Gamble Co

3.42 4.7 Mil
Consumer Defensive

Mondelez International Inc Class A

3.41 4.7 Mil
Consumer Defensive

NextEra Energy Inc

3.37 4.7 Mil
Utilities

Chevron Corp

3.07 4.2 Mil
Energy