(SMIG) ETF Series Solutions - AAM - Ratings and Ratios

The AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (NYSE Arca: SMIG) is an actively managed exchange-traded fund designed to capitalize on the growth and income potential of small- and mid-capitalization companies in the United States. The fund typically allocates at least 80% of its net assets (plus any borrowings for investment purposes) to U.S.-listed equities, focusing on companies that fall within the small- to mid-cap range. This strategic allocation allows the fund to target higher growth potential while maintaining a balanced risk profile.

SMIGs investment universe includes a diverse range of equity securities listed on U.S. exchanges, such as common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). The funds managers employ a disciplined, research-driven approach to identify companies with strong fundamentals, competitive positioning, and attractive valuations. By actively managing the portfolio, the fund aims to deliver a combination of income growth and capital appreciation, making it a compelling option for investors seeking exposure to the small- and mid-cap segment of the U.S. equity market.

Looking ahead, the fund is well-positioned to benefit from the long-term growth trends in the small- and mid-cap space. As of recent data, the fund has approximately $883.48M in assets under management, providing it with the scale to navigate market volatility while maintaining its strategic focus. Historically, small- and mid-cap companies have outperformed their larger counterparts during periods of economic recovery and expansion, suggesting potential for the fund to capitalize on these cycles. Additionally, the funds active management approach allows it to adapt to evolving market conditions, such as shifts in interest rates or changes in sector dynamics, which could further enhance its competitive edge in the ETF landscape.