Global X Dow 30 Covered Call ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Global X Dow 30 Covered Call ETF DJIA
Morningstar’s Analysis DJIA
Will DJIA outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DJIA 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 DJIA’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
The Goldman Sachs Group Inc | 13.25 | 23M | Financial Services |
Caterpillar Inc | 11.50 | 20M | Industrials |
UnitedHealth Group Inc | 5.06 | 9M | Healthcare |
Microsoft Corp | 4.92 | 9M | Technology |
Amgen Inc | 4.32 | 8M | Healthcare |
American Express Co | 4.13 | 7M | Financial Services |
The Home Depot Inc | 4.06 | 7M | Consumer Cyclical |
Visa Inc Class A | 3.99 | 7M | Financial Services |
Sherwin-Williams Co | 3.94 | 7M | Basic Materials |
JPMorgan Chase & Co | 3.93 | 7M | Financial Services |
United States