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 advisers evaluation of a companys fundamentals, valuations, and overall economic conditions. The fund generally sells a position if a companys performance has fallen below the advisers threshold or if better investment opportunities arise. Prior to Mar. 8, 2024, the fund was called AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF.
公司网站 :
https://www.aamlive.com/ETF/Detail/SMIG
总经理:-
建立时间:2021
公司总部:AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds