Morningstar

Global X S&P 500® Tail Risk ETF XTR

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

Morningstar’s Analysis XTR

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

  • People Pillar

    The People Pillar is our evaluation of the XTR 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 XTR’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® Tail Risk 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 XTR

More XTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.59 366,761
Technology

Apple Inc

7.17 346,503
Technology

Microsoft Corp

4.48 216,608
Technology

Amazon.com Inc

3.73 180,289
Consumer Cyclical

Alphabet Inc Class A

3.19 154,047
Communication Services

Broadcom Inc

2.81 135,570
Technology

Alphabet Inc Class C

2.55 123,436
Communication Services

Meta Platforms Inc Class A

2.23 107,704
Communication Services

Tesla Inc

1.71 82,505
Consumer Cyclical

Micron Technology Inc

1.63 78,708
Technology

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