Morningstar

Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG

Morningstar Medalist Rating
Medalist Rating as of | See Bahl & Gaynor Investment Hub

Morningstar’s Analysis SMIG

Will SMIG outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SMIG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SMIG 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 SMIG’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Morningstar Automated Analysis

Summary

Bahl & Gaynor Sm/Md Cp Inc Gr 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SMIG

More SMIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Targa Resources Corp

4.90 72M
Energy

Silicon Motion Technology Corp ADR

4.55 66M
Technology

Victory Capital Holdings Inc Class A

4.39 64M
Financial Services

Snap-on Inc

4.28 62M
Industrials

Reinsurance Group of America Inc

4.08 60M
Financial Services

US Physical Therapy Inc

3.88 57M
Healthcare

Packaging Corp of America

3.81 56M
Consumer Cyclical

DT Midstream Inc Ordinary Shares

3.70 54M
Energy

Hubbell Inc

3.58 52M
Industrials

First Financial Bancorp

3.15 46M
Financial Services

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