Bahl & Gaynor Income Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Bahl & Gaynor Income Growth ETF BGIG
Morningstar’s Analysis BGIG
Will BGIG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BGIG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BGIG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Broadcom Inc | 5.07 | 108M | Technology |
UnitedHealth Group Inc | 4.51 | 96M | Healthcare |
Eli Lilly and Co | 4.28 | 91M | Healthcare |
PNC Financial Services Group Inc | 3.90 | 83M | Financial Services |
Microsoft Corp | 3.86 | 82M | Technology |
Johnson & Johnson | 3.77 | 80M | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 3.60 | 76M | Technology |
AbbVie Inc | 3.24 | 69M | Healthcare |
Williams Companies Inc | 3.23 | 69M | Energy |
Apollo Global Management Inc | 3.02 | 64M | Financial Services |
United States