Morningstar

Global X S&P 500® Collar 95-110 ETF XCLR

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

Morningstar’s Analysis XCLR

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X S&P 500® Collar 95-110 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 XCLR

More XCLR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.56 362,927
Technology

Apple Inc

7.20 305,271
Technology

Microsoft Corp

5.80 246,124
Technology

Amazon.com Inc

3.72 157,618
Consumer Cyclical

Alphabet Inc Class A

3.02 127,946
Communication Services

Broadcom Inc

2.64 111,991
Technology

Alphabet Inc Class C

2.42 102,688
Communication Services

Meta Platforms Inc Class A

2.40 101,965
Communication Services

Micron Technology Inc

1.75 74,235
Technology

Tesla Inc

1.59 67,380
Consumer Cyclical

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