Morningstar

Nicholas Global Equity and Income ETF GIAX

Morningstar Medalist Rating
Medalist Rating as of | See Nicholas Wealth Management Investment Hub

Morningstar’s Analysis GIAX

Will GIAX outperform in the 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 GIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nicholas Global Equity and Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GIAX

More GIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard S&P 500 ETF

6.27 7M
—

Meta Platforms Inc Class A

6.10 7M
Communication Services

Vanguard MStar Small Cap ETF

5.15 6M
—

Vanguard FTSE Developed Markets ETF

5.09 6M
—

JPMorgan Chase & Co

4.57 5M
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

4.43 5M
Technology

Freedom 100 Emerging Markets ETF

4.40 5M
—

Nebius Group NV Shs Class-A-

4.32 5M
Communication Services

Alphabet Inc Class A

4.28 5M
Communication Services

NVIDIA Corp

4.22 5M
Technology

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