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Global X Variable Rate Preferred ETF PFFV

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

Morningstar’s Analysis PFFV

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Global X Variable Rate Preferred ETF to a Morningstar Medalist Rating of Neutral.

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 PFFV

More PFFV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Goldman Sachs Group Inc DR

4.94 12.1 Mil
Financial Services

Bank of America Corp. 0%

4.32 10.5 Mil
Corporate

Morgan Stanley DR

4.10 10.0 Mil
Financial Services

Athene Holding Ltd FXDFR PRF PERPETUAL USD 25 - Ser A 1/1000 Int Dep

3.31 8.1 Mil
Financial Services

U.S. Bancorp DR

3.31 8.1 Mil
Financial Services

7.125% Fixed-Rate Rst Sbd Dbtrs due 2052

2.95 7.2 Mil
Corporate

Annaly Capital Management Inc Cum Conv Red Pfd Registered Shs Series -F-

2.88 7.0 Mil
Real Estate

The Goldman Sachs Group Inc DR

2.79 6.8 Mil
Financial Services

Apollo Global Management Inc 0%

2.62 6.4 Mil
Corporate

Athene Holding Ltd PRF PERPETUAL USD 25 - Ser C 1/1,000th Int

2.41 5.9 Mil
Financial Services