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
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 Sector/Industry Breakdown
SMIG Top 10 Holdings
SMIG Performance Statistics
SMIG Economic Development
SMIG Benchmark Comparison Summary
SMIG Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.