Morningstar

Bahl & Gaynor Sm/Md Cp Inc Gr ETF SMIG

Morningstar Medalist Rating
Medalist Rating as of | See Bahl & Gaynor 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 sizable 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 41.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Booz Allen Hamilton Holding Corp Class A

5.09 30.0 Mil
Industrials

Victory Capital Holdings Inc Class A

4.78 28.2 Mil
Financial Services

Hubbell Inc

4.28 25.2 Mil
Industrials

Targa Resources Corp

4.22 24.8 Mil
Energy

Broadridge Financial Solutions Inc

4.13 24.4 Mil
Technology

The Hartford Financial Services Group Inc

4.06 23.9 Mil
Financial Services

Packaging Corp of America

3.93 23.2 Mil
Consumer Cyclical

Watsco Inc Class A

3.81 22.4 Mil
Industrials

Snap-on Inc

3.52 20.8 Mil
Industrials

Evercore Inc Class A

3.43 20.2 Mil
Financial Services

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