Morningstar

Global X S&P Catholic Values Developed ex-U.S. ETF CEFA

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

Morningstar’s Analysis CEFA

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

  • People Pillar

    The People Pillar is our evaluation of the CEFA 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 CEFA’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 Cthlc Vls Dvlpd ex-US 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
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Portfolio Holdings CEFA

More CEFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.77 2M
Technology

HSBC Holdings PLC

1.76 1M
Financial Services

Siemens AG

1.72 1M
Industrials

CSL Ltd

1.69 1M
Healthcare

Shell PLC

1.62 1M
Energy

Hoya Corp

1.45 938,605
Healthcare

argenx SE

1.41 913,418
Healthcare

Mitsubishi UFJ Financial Group Inc

1.41 912,212
Financial Services

Toyota Motor Corp

1.32 855,076
Consumer Cyclical

Essilorluxottica

1.32 853,928
Healthcare

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