Global X Interest Rt Vol & Infl Hdg 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 Interest Rate Volatility & Inflation Hedge ETF IRVH
Morningstar’s Analysis IRVH
Will IRVH 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 IRVH 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 IRVH’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 48.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 0.125% | 6.73 | 91,200 | Government |
United States Treasury Notes 1.25% | 5.66 | 76,696 | Government |
United States Treasury Notes 2.125% | 5.46 | 73,935 | Government |
United States Treasury Notes 1.875% | 5.04 | 68,188 | Government |
United States Treasury Notes 1.625% | 4.59 | 62,179 | Government |
United States Treasury Notes 1.875% | 4.51 | 61,043 | Government |
United States Treasury Notes 1.375% | 4.21 | 56,968 | Government |
United States Treasury Bonds 2.5% | 3.95 | 53,559 | Government |
United States Treasury Notes 1.75% | 3.92 | 53,068 | Government |
United States Treasury Notes 1.125% | 3.91 | 53,017 | Government |
United States