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

Objective

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
Symbol SMGAOX
Status
Sponsor
Series Series 2019-4Q
Asset Class
Investment Strategy/Goal
Investment Type/Style