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Global X US Preferred ETF PFFD

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PFFD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

3.92 95.9 Mil
Financial Services

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

2.60 63.6 Mil
Financial Services

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

2.18 53.2 Mil
Financial Services

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

1.56 38.1 Mil
Financial Services

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

1.53 37.5 Mil
Financial Services

JPMorgan Chase & Co Pfd

1.42 34.8 Mil
Financial Services

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

1.40 34.2 Mil
Financial Services

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

1.35 32.9 Mil
Financial Services

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

1.33 32.5 Mil
Financial Services

AT&T Inc 4.75% PRF PERPETUAL USD 25 - 1/1000th Int Ser C

1.21 29.7 Mil
Communication Services