SMIG AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
What is SMIG?
SMIG is an actively managed fund that invests in US mid and small-cap companies that selects and weights securities based on the adviser’s assessment.
SMIG Factset Analytics Insight
SMIG actively invests in US-listed mid and small-cap equities, which may include common stock, ADRs, and REITs. When selecting individual companies for the fund, the adviser employs a bottom-up approach that looks at fundamental factors such as historical earnings, dividends growth, balance sheet and cash flow generation, competitive position, and prospects for future cash flow. This method aims to concentrate on companies that the adviser believes are sustainable and high-quality. Sector weights within the fund are based on the adviser’s evaluation of a company’s fundamentals, valuations, and overall economic conditions. The fund generally sells a position if a company’s performance has fallen below the adviser’s threshold or if better investment opportunities arise.
SMIG Summary Data
Peers
Fund Flows
SMIG Portfolio Data
SMIG Index Data
SMIG Portfolio Management
SMIG Tax Exposures
SMIG Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SMIG. SMIG is rated a 5 out of 5.
SMIG Tradability
SMIG Sector/Industry Breakdown
Benchmark
SMIG Top 10 Holdings
SMIG Performance Statistics
SMIG Countries
Benchmark
SMIG Regions
Benchmark
SMIG Economic Development
Benchmark
SMIG Benchmark Comparison Summary
Benchmark
SMIG Benchmark Comparison Market Cap Size
Benchmark
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.