SMIG Profile
The AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is an actively managed exchange-traded fund (ETF) designed to target growth and income from U.S. small- and mid-cap companies. The fund's investment strategy centers on equity securities of smaller capitalization firms, investing at least 80% of its net assets, including any borrowings for investment purposes, in such companies. These investments aim to capture growth potential while generating income, aligning with the fund's dual objectives.
The ETF primarily focuses on companies listed on U.S. exchanges that fall within the small- and mid-cap categories. This includes common stocks of U.S. companies, American Depositary Receipts (ADRs) that represent shares of foreign companies traded on U.S. exchanges, and Real Estate Investment Trusts (REITs) that invest in income-generating real estate. By concentrating on these segments, the fund seeks to leverage the growth prospects and income opportunities inherent in smaller companies and specialized real estate investments.
The active management approach of the AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF allows the investment team to make dynamic adjustments to the portfolio based on market conditions and individual company prospects. This flexibility enables the fund to respond to changes in economic conditions and company performance, aiming to enhance returns and income generation while managing risk. The fund's managers employ a rigorous selection process to identify companies with strong growth potential and sustainable income streams.
As a focused investment vehicle, the ETF targets companies with significant growth potential that may not yet be on the radar of larger institutional investors. The emphasis on small- and mid-cap stocks offers exposure to potentially high-growth segments of the market, while the inclusion of ADRs and REITs provides additional diversification and income sources. This combination positions the fund as a specialized option for investors seeking targeted growth and income from the U.S. equity markets.
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