Morningstar

Global X Alternative Income ETF ALTY

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

Morningstar’s Analysis ALTY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X Alternative Income 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ALTY

More ALTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Global X SuperDividend® REIT ETF

21.12 10M
—

Global X NASDAQ 100 Covered Call ETF

19.91 9M
—

Global X Emerging Markets Bond ETF

19.69 9M
—

Global X US Preferred ETF

19.43 9M
—

Sunoco LP

1.49 681,408
Energy

NorthWestern Energy Group Inc

1.43 654,324
Utilities

Edison International

1.41 645,424
Utilities

Avista Corp

1.39 634,799
Utilities

Energy Transfer LP

1.38 628,680
Energy

Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub

1.35 616,482
Utilities

Sponsor Center