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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 sizable cost advantage over competitors, priced within the least expensive 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 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

2.12 5.0 Mil
Technology

AT&T Inc

1.94 4.6 Mil
Communication Services

Verizon Communications Inc

1.94 4.5 Mil
Communication Services

Waste Management Inc

1.69 4.0 Mil
Industrials

Republic Services Inc

1.68 3.9 Mil
Industrials

Walmart Inc

1.67 3.9 Mil
Consumer Defensive

Cencora Inc

1.64 3.9 Mil
Healthcare

Merck & Co Inc

1.58 3.7 Mil
Healthcare

Berkshire Hathaway Inc Class B

1.58 3.7 Mil
Financial Services

PNM Resources Inc

1.50 3.5 Mil
Utilities