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Bahl & Gaynor Sm/Md Cp Inc Gr ETF SMIG

Morningstar Medalist Rating
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.

  • 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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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

Booz Allen Hamilton Holding Corp Class A

5.35 24.7 Mil
Industrials

Hubbell Inc

4.62 21.3 Mil
Industrials

Victory Capital Holdings Inc Class A

4.56 21.0 Mil
Financial Services

Broadridge Financial Solutions Inc

4.26 19.6 Mil
Technology

Watsco Inc Class A

4.04 18.6 Mil
Industrials

Packaging Corp of America

3.69 17.0 Mil
Consumer Cyclical

Snap-on Inc

3.68 17.0 Mil
Industrials

Targa Resources Corp

3.50 16.1 Mil
Energy

The Hartford Financial Services Group Inc

3.32 15.3 Mil
Financial Services

Amdocs Ltd

3.28 15.1 Mil
Technology