Helping investors meet their current cash flow and future capital appreciation goals.
Unlimited access to our bond offerings and dedicated, personal support
Customized portfolios selected and managed by professional managers
Partnering with select institutional managers
Expert advice, ongoing trade support, and transparent pricing
An emphasis on solid investment disciplines and specific asset classes
September 11, 2023
August 21, 2023
TOP
Intelligent Investments, Independent Ideas
SMIG Description
The AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (NYSE: SMIG) seeks to invest in small and mid-capitalization companies that possess strong competitive advantages and under-appreciated capabilities seeking to compound dividends and cash flows at attractive rates over time. SMIG is a fundamental, active strategy that seeks to provide strong current and growing income combined with attractive risk-adjusted returns over a full market cycle.
The SMIG Advantage
Income Generation: SMIG aims to generate meaningful current income that grows at an attractive rate over time.
Downside Protection: SMIG is designed to provide favorable risk characteristics and downside protection relative to its benchmark via a focus on investing in high-quality franchises with sustainable advantages and an active approach to risk management at the portfolio level.
Total Return: SMIG seeks to provide strong total and risk-adjusted returns over a full market cycle through the active selection of opportunistic, high-quality dividend-paying equities.
Performance (As of 09/29/2023)
Distributions
Top Holdings (As of 10/02/2023)
Sector Allocation (As of 10/02/2023)
Literature
* The IOPV is calculated by .