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Morningstar

Global X S&P Cthlc Vls Dvlpd ex-US ETF CEFA

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

Morningstar’s Analysis CEFA

Will CEFA 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 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.

Despite People Pillar weakness and an Average Process Pillar, Global X S&P Cthlc Vls Dvlpd ex-US ETF gets enough right to retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CEFA

More CEFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CSL Ltd

3.17 309,565
Healthcare

ASML Holding NV

2.49 243,042
Technology

Essilorluxottica

1.96 191,554
Healthcare

Toyota Motor Corp

1.84 179,644
Consumer Cyclical

Unilever PLC

1.64 160,109
Consumer Defensive

Shell PLC

1.57 153,498
Energy

SAP SE

1.55 151,524
Technology

Alcon Inc

1.52 148,894
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

1.44 140,269
Consumer Cyclical

Hoya Corp

1.37 134,063
Healthcare