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Bahl & Gaynor ETFs

Our ETFs

BGIG

Bahl & Gaynor Income Growth ETF

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SMIG

Bahl & Gaynor Small/Mid Cap Income Growth ETF

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Details

Long-term Horizon

Long-term investment focus with moderate investment turnover.
BGIG

Large-Cap Focus

Underlying holdings must have at least a $7 billion market-cap at initiation.
SMIG

Small/Mid-Cap Focus

At least 80% of net assets will be in small and mid capitalization companies at time of purchase, meaning the market cap is between $200 million and the capitalization of the largest company in the Russell 2500 Index.

U.S.-Listed Underlying Holdings

Securities held may include U.S.-listed public companies, ADRs and REITs.

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Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (855) 994-1711 or click here. Read the prospectus or summary prospectus carefully before investing.

As with all ETFs, Shares may be bought and sold in the secondary market at market prices.

The Russell 2500™ Index measures the performance of the small to mid-cap segment of the U.S. equity universe. It includes approximately 2500 of the smallest securities based on a combination of market cap and current index membership. The Index is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small to mid-cap opportunity set. It is not possible to invest directly in an index.

Fund Risks

Investing in ETFs involves additional risks such as the market price of the shares may trade at a discount to its net asset value ("NAV"), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a fund's ability to sell its shares.


New Fund Risk. The Fund is a recently organized investment company with a limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decision.


REIT Investment Risk. Investments in REITs involve unique risks. REITs may have limited financial resources, may trade less frequently and in limited volume, and may be more volatile than other securities.

Investments involve risk. Principal loss is possible.

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