XCLR – Global X S&P 500® Collar 95-110 ETF – ETF Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 3-Month Collar 95-110 Index ("underlying index"). The fund invests at least 80% of its total assets in the securities of the Cboe S&P 500 3-Month Collar 95-110 Index ("underlying index"). The underlying index measures the performance of a risk management strategy that holds the underlying stocks of the S&P 500® Index and applies an options collar strategy (i.e., a mix of short (sold) call options and long (purchased) put options) on the S&P 500® Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
XCLR	Global X S&P 500® Collar 95-110 ETF	ETF	Closed	—		Aug 25, 2021	—	0.250%	—	—	—
XCLR	Global X S&P 500® Collar 95-110 ETF	ETF	Closed			Aug 25, 2021	$4.53M	0.250%	—	—	$451,784.72

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