Skip to Content
Morningstar

Global X U.S. Cash Flow Kings 100 ETF FLOW

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

Morningstar’s Analysis FLOW

Will FLOW 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 FLOW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLOW 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 FLOW’s parent organization’s priorities and whether they’re in line with investors’ interests.

Despite People Pillar weakness and an Average Process Pillar, Global X U.S. Cash Flow Kings 100 ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group in March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLOW

More FLOW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

3.30 109,796
Utilities

Dell Technologies Inc Ordinary Shares - Class C

3.18 106,030
Technology

HP Inc

2.54 84,661
Technology

Altria Group Inc

2.09 69,523
Consumer Defensive

AT&T Inc

2.08 69,370
Communication Services

Hewlett Packard Enterprise Co

2.08 69,154
Technology

Exxon Mobil Corp

2.07 68,850
Energy

Chevron Corp

2.05 68,213
Energy

Lennar Corp Class A

2.01 66,895
Consumer Cyclical

Cummins Inc

1.99 66,431
Industrials