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AAM Bahl & Gaynor Sm/Md Cp Inc Gr ETF SMIG

Medalist Rating as of | See AAM Investment Hub

Morningstar’s Analysis SMIG

Will SMIG outperform in future?

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

Weakness in AAM Bahl& Gaynor Sm/ Md Cp Inc Gr ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings SMIG

  • Current Portfolio Date
  • Equity Holdings 42
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.63
14,768,876
Technology
4.41
14,093,904
Industrials
4.22
13,458,050
Technology
4.18
13,336,735
Industrials
4.12
13,155,266
Consumer Defensive
3.87
12,358,431
Financial Services
3.85
12,286,331
Industrials
3.42
10,909,872
Healthcare
2.87
9,167,619
Healthcare