BGDV
Bahl & Gaynor Dividend ETF
📎 Investment Objective
The Bahl & Gaynor Dividend ETF (BGDV) seeks to provide a high level of current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks.
Overview
ETF tracking Bahl & Gaynor Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Bahl & Gaynor Dividend ETF (BGDV) seeks to provide a high level of current income and long-term capital appreciation by investing in a portfolio of dividend-paying stocks.
🎯 Investment Strategy
The ETF invests primarily in large-cap U.S. companies that have a history of paying and growing dividends. The fund's managers use a value-oriented approach to identify undervalued stocks with the potential for dividend growth.
✨ Key Features
- Focuses on dividend-paying stocks to generate current income
- Employs a value-oriented investment strategy to identify undervalued companies
- Diversified portfolio of large-cap U.S. stocks
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Dividend risk: Companies may reduce or eliminate their dividend payments, which could negatively impact the fund's performance
- Concentration risk: The fund's focus on large-cap U.S. stocks may make it more vulnerable to changes in that market segment
- Value investing risk: The fund's value-oriented approach may underperform growth-oriented strategies at times
👤 Best For
The Bahl & Gaynor Dividend ETF may be suitable for investors seeking a source of current income and long-term capital appreciation through a diversified portfolio of dividend-paying stocks. It may be particularly appealing to investors with a value-oriented investment style and a moderate risk tolerance.