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Global X US Preferred ETF PFFD

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

Morningstar’s Analysis PFFD

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

  • People Pillar

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

Weakness in Global X US Preferred ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PFFD

More PFFD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

3.98 93.4 Mil
Financial Services

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

2.68 62.9 Mil
Financial Services

Citigroup Capital XIII Floating Rate Trust Pfd Secs Registered 2010-30.10.4

2.31 54.0 Mil
Financial Services

JPMorgan Chase & Co 6% PRF PERPETUAL USD 25 - Dep rep 1/400 Ser EE

1.61 37.8 Mil
Financial Services

Apollo Global Management Inc 6.75% PRF CONVERT 31/07/2026 USD 50 - Ser A

1.56 36.6 Mil
Financial Services

JPMorgan Chase & Co Pfd

1.46 34.2 Mil
Financial Services

Wells Fargo & Co 4.75% PRF PERPETUAL USD 25 Series Z Class A

1.44 33.7 Mil
Financial Services

NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025)

1.39 32.7 Mil
Utilities

JPMorgan Chase & Co PRF PERPETUAL USD - Ser LL 1/400th Int

1.35 31.7 Mil
Financial Services

JPMorgan Chase & Co PRF PERPETUAL USD - Ser MM 1/400th

1.33 31.2 Mil
Financial Services