Global X S&P 500® Risk Managed Inc 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.
Global X S&P 500® Risk Managed Income ETF XRMI
Morningstar’s Analysis XRMI
Will XRMI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XRMI 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 XRMI’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.05 | 4M | Technology |
Apple Inc | 7.03 | 3M | Technology |
Microsoft Corp | 4.86 | 2M | Technology |
Amazon.com Inc | 3.80 | 2M | Consumer Cyclical |
Alphabet Inc Class A | 3.37 | 2M | Communication Services |
Broadcom Inc | 2.99 | 1M | Technology |
Alphabet Inc Class C | 2.70 | 1M | Communication Services |
Meta Platforms Inc Class A | 2.03 | 1M | Communication Services |
Tesla Inc | 1.83 | 905,824 | Consumer Cyclical |
Micron Technology Inc | 1.69 | 841,062 | Technology |
United States