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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 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.

Weakness in Global X Alternative Income ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ALTY

More ALTY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Global X NASDAQ 100 Covered Call ETF

20.94 7.1 Mil
—

Global X Emerging Markets Bond ETF

20.66 7.0 Mil
—

Global X US Preferred ETF

20.13 6.8 Mil
—

Global X SuperDividend® REIT ETF

18.39 6.3 Mil
—

Suburban Propane Partners LP

1.59 539,541
Utilities

Hess Midstream LP Class A

1.43 487,437
Energy

MPLX LP Partnership Units

1.41 479,720
Energy

Sunoco LP

1.39 474,120
Energy

USA Compression Partners LP

1.39 471,833
Energy

Williams Companies Inc

1.38 469,380
Energy