The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Bahl & Gaynor Income Growth ETF BGIG
Morningstar’s Analysis BGIG
Will BGIG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 6.02 | 8.7 Mil | Technology |
Eli Lilly and Co | 4.96 | 7.1 Mil | Healthcare |
Merck & Co Inc | 4.38 | 6.3 Mil | Healthcare |
Eaton Corp PLC | 3.79 | 5.5 Mil | Industrials |
AbbVie Inc | 3.76 | 5.4 Mil | Healthcare |
PepsiCo Inc | 3.72 | 5.4 Mil | Consumer Defensive |
Mondelez International Inc Class A | 3.58 | 5.2 Mil | Consumer Defensive |
Procter & Gamble Co | 3.45 | 5.0 Mil | Consumer Defensive |
NextEra Energy Inc | 3.22 | 4.6 Mil | Utilities |
Chevron Corp | 3.14 | 4.5 Mil | Energy |