Morningstar

Global X SuperIncome™ Preferred ETF SPFF

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

Morningstar’s Analysis SPFF

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X SuperIncome™ Preferred 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 SPFF

More SPFF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C

5.45 8M
Technology

PG&E Corp 6% PRF CONVERT 01/12/2027 USD - Ser A

4.67 7M
Utilities

Bruker Corporation 0%

4.01 6M
Corporate

Ares Management Corp 6.75% PRF PERPETUAL USD 50 - Ser B

3.89 5M
Financial Services

Microchip Technology Inc 7.50% PRF CONVERT 15/03/2028 USD 50 - Ser A 1/20th

3.40 5M
Technology

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

3.35 5M
Financial Services

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

3.16 4M
Financial Services

NextEra Energy Capital Holdings Inc 0%

2.95 4M
Corporate

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

2.83 4M
Financial Services

Citigroup Inc 6.25% PRF PERPETUAL USD 25000 - DR Rep 1/1000 Ser II

2.72 4M
Financial Services

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