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.
Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG
Morningstar’s Analysis SMIG
Will SMIG 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Silicon Motion Technology Corp ADR | 5.53 | 76M | Technology |
Targa Resources Corp | 5.07 | 69M | Energy |
Victory Capital Holdings Inc Class A | 4.70 | 64M | Financial Services |
Snap-on Inc | 4.67 | 64M | Industrials |
Gildan Activewear Inc | 4.39 | 60M | Consumer Cyclical |
DT Midstream Inc Ordinary Shares | 4.25 | 58M | Energy |
Hubbell Inc | 3.91 | 53M | Industrials |
NiSource Inc | 3.34 | 46M | Utilities |
Evercore Inc Class A | 3.32 | 45M | Financial Services |
The Hartford Insurance Group Inc | 3.20 | 44M | Financial Services |
United States