Morningstar

Bahl & Gaynor Income Growth ETF BGIG

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

Morningstar’s Analysis BGIG

Will BGIG 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 BGIG’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Bahl& Gaynor Income Growth ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BGIG

More BGIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

6.90 10.9 Mil
Technology

Eli Lilly and Co

5.46 8.6 Mil
Healthcare

AbbVie Inc

4.42 7.0 Mil
Healthcare

Merck & Co Inc

4.10 6.5 Mil
Healthcare

Mondelez International Inc Class A

3.95 6.2 Mil
Consumer Defensive

PepsiCo Inc

3.48 5.5 Mil
Consumer Defensive

NextEra Energy Inc

3.32 5.2 Mil
Utilities

Procter & Gamble Co

3.30 5.2 Mil
Consumer Defensive

Williams Companies Inc

3.01 4.7 Mil
Energy

McDonald's Corp

2.97 4.7 Mil
Consumer Cyclical

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