SMGAOX Bahl & Gaynor smig (Small/Mid Cap Income Growth) Portfolio


The trust seeks to provide high current and growing dividend income with capital appreciation as a secondary objective

Strategy Description

Under normal circumstances, the trust will invest at least 80% of its assets in securities of companies categorized as small or mid capitalization.

The trust seeks to achieve its objective by investing in a portfolio of high-quality companies that have historically paid dividends and demonstrated steady earnings and dividend growth selected by Bahl & Gaynor, Inc. (the “Portfolio Consultant”). The portfolio consists primarily of securities of companies categorized as small and mid capitalization by the Portfolio Consultant.

Summary Data

Label Value
Series Series 2019-4Q
Asset Class
Investment Strategy/Goal
Investment Type/Style