BGDV – Bahl & Gaynor Dividend ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of dividend income, downside protection relative to the broader equity market, and total return. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities (i.e., equity securities that have paid a dividend in the prior 12 calendar months).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BGDV	Bahl & Gaynor Dividend ETF	ETF	Open	—		Dec 11, 2024	$842.84M	0.450%	—	—	$42.59M

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