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 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.

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 41.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

4.82 6M
Financial Services

Microchip Technology Incorporated 0%

4.72 6M
Corporate

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

4.71 6M
Technology

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

4.63 6M
Financial Services

Oracle Corp FR PRF PERPETUAL USD - DpSh 1/2000 Prf Sr D

4.55 6M
Technology

Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St

4.39 6M
Basic Materials

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

3.64 5M
Financial Services

KKR & Co Inc. 0%

3.58 5M
Corporate

Bruker Corp 6.375% PRF PERPETUAL USD 0.01 - Ser A

3.48 5M
Healthcare

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

3.37 5M
Utilities

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