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Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)

29.49 -0.14 (-0.49%)
At close: 3:59 PM EDT
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DELL
  • Previous Close 29.64
  • Open 29.56
  • Bid 29.00 x 1800
  • Ask 29.75 x 1400
  • Day's Range 29.37 - 29.69
  • 52 Week Range 21.50 - 30.53
  • Volume 186,039
  • Avg. Volume 85,420
  • Net Assets 596.99M
  • NAV 29.60
  • PE Ratio (TTM) 18.34
  • Yield 1.74%
  • YTD Daily Total Return 19.19%
  • Beta (5Y Monthly) 0.85
  • Expense Ratio (net) 0.60%

The fund is an actively managed exchange-traded fund (“ETF”) that invests in U.S.-listed equity securities of small- and mid-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in small- and mid-capitalization companies. The equity securities held by the fund must be listed on a U.S. exchange and may include common stocks of U.S. companies, American Depositary Receipts (“ADRs”), and real estate investment trusts (“REITs”).

Bahl & Gaynor Inc.

Fund Family

Small Value

Fund Category

596.99M

Net Assets

2021-08-25

Inception Date

Performance Overview: SMIG

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Trailing returns as of 10/22/2024. Category is Small Value.

YTD Return

SMIG
19.19%
Category
8.74%
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1-Year Return

SMIG
37.44%
Category
22.68%
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3-Year Return

SMIG
7.29%
Category
6.47%
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People Also Watch

Holdings: SMIG

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Top 10 Holdings (41.25% of Total Assets)

SymbolCompany% Assets
BAH
Booz Allen Hamilton Holding Corporation 5.18%
VCTR
Victory Capital Holdings, Inc. 4.77%
HUBB
Hubbell Incorporated 4.30%
BR
Broadridge Financial Solutions, Inc. 4.22%
HIG
The Hartford Financial Services Group, Inc. 4.08%
TRGP
Targa Resources Corp. 4.01%
PKG
Packaging Corporation of America 3.94%
WSO
Watsco, Inc. 3.77%
SNA
Snap-on Incorporated 3.58%
NI
NiSource Inc. 3.40%

Sector Weightings

Recent News: SMIG

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Research Reports: SMIG

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