SMIG
Bahl & Gaynor Small/Mid Cap Income Growth ETF
📎 Investment Objective
The Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of small and mid-cap U.S. companies with a focus on dividend growth.
Overview
ETF tracking Bahl & Gaynor Small/Mid Cap Income Growth ETF
Performance
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Investment Summary
📎 Investment Objective
The Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of small and mid-cap U.S. companies with a focus on dividend growth.
🎯 Investment Strategy
The fund invests primarily in the common stocks of small and mid-capitalization U.S. companies that the fund's investment adviser believes have the potential for dividend growth. The adviser uses a bottom-up, fundamental research process to identify companies with sustainable competitive advantages, strong cash flow, and a history of increasing dividends.
✨ Key Features
- Focuses on small and mid-cap U.S. companies with a history of dividend growth
- Aims to provide current income and long-term capital appreciation
- Utilizes a bottom-up, fundamental research process to identify potential investments
- Diversified portfolio of dividend-paying stocks
⚠️ Primary Risks
- Small and mid-cap stocks may be more volatile and less liquid than large-cap stocks
- Dividend-paying stocks are subject to the risk that the company may reduce or eliminate its dividend
- The fund's focus on dividend growth may underperform the broader market during certain market conditions
- The fund is non-diversified, which means it may invest a greater percentage of its assets in a particular issuer or group of issuers
👤 Best For
The Bahl & Gaynor Small/Mid Cap Income Growth ETF may be suitable for investors seeking current income and long-term capital appreciation through exposure to a diversified portfolio of small and mid-cap U.S. companies with a focus on dividend growth. This ETF may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.