Bahl & Gaynor Income Growth ETF BGIG

Medalist Rating as of | See Bahl & Gaynor Investment Hub

Morningstar’s Analysis BGIG

Will BGIG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings BGIG

  • 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

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