Morningstar

Global X Morningstar Capital Allocation Leaders ETF CPTL

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

Morningstar’s Analysis CPTL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X Morningstar Cptl Allc Ldrs 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 CPTL

More CPTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.77 5M
Technology

NVIDIA Corp

4.77 5M
Technology

Microsoft Corp

4.52 5M
Technology

Amazon.com Inc

3.93 4M
Consumer Cyclical

Broadcom Inc

3.73 4M
Technology

Tesla Inc

3.71 4M
Consumer Cyclical

Advanced Micro Devices Inc

3.53 4M
Technology

Eli Lilly and Co

3.29 4M
Healthcare

Berkshire Hathaway Inc Class B

3.28 4M
Financial Services

JPMorgan Chase & Co

3.13 4M
Financial Services

Sponsor Center