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Global X Adaptive US Factor ETF AUSF

Morningstar Medalist Rating
Medalist Rating as of | See Global X Investment Hub

Morningstar’s Analysis AUSF

Will AUSF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AUSF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AUSF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AUSF’s parent organization’s priorities and whether they’re in line with investors’ interests.

Global X Adaptive US Factor ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AUSF

More AUSF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

1.95 5.0 Mil
Communication Services

AT&T Inc

1.77 4.6 Mil
Communication Services

International Business Machines Corp

1.77 4.6 Mil
Technology

Walmart Inc

1.59 4.1 Mil
Consumer Defensive

T-Mobile US Inc

1.57 4.0 Mil
Communication Services

General Dynamics Corp

1.53 3.9 Mil
Industrials

Berkshire Hathaway Inc Class B

1.51 3.9 Mil
Financial Services

Marsh & McLennan Companies Inc

1.50 3.9 Mil
Financial Services

Lockheed Martin Corp

1.49 3.8 Mil
Industrials

Arthur J. Gallagher & Co

1.48 3.8 Mil
Financial Services