Bahl & Gaynor Income Growth ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Bahl & Gaynor Income Growth ETF BGIG
Morningstar’s Analysis BGIG
Will BGIG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 5.20 | 118M | Technology |
UnitedHealth Group Inc | 4.62 | 105M | Healthcare |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.49 | 102M | Technology |
AbbVie Inc | 4.45 | 101M | Healthcare |
Chevron Corp | 4.17 | 94M | Energy |
Broadcom Inc | 4.10 | 93M | Technology |
Johnson & Johnson | 4.08 | 92M | Healthcare |
PNC Financial Services Group Inc | 3.65 | 82M | Financial Services |
Eli Lilly and Co | 3.09 | 70M | Healthcare |
Apollo Global Management Inc | 2.98 | 67M | Financial Services |