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Morningstar

Global X FinTech ETF FINX

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

Morningstar’s Analysis FINX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Global X FinTech ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FINX

More FINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PayPal Holdings Inc

6.71 21.8 Mil
Financial Services

Fidelity National Information Services Inc

6.51 21.1 Mil
Technology

Fiserv Inc

6.31 20.5 Mil
Technology

Adyen NV

6.18 20.1 Mil
Technology

Block Inc Class A

5.92 19.2 Mil
Technology

Intuit Inc

5.92 19.2 Mil
Technology

Coinbase Global Inc Ordinary Shares - Class A

5.05 16.4 Mil
Financial Services

Global Payments Inc

4.55 14.8 Mil
Industrials

SS&C Technologies Holdings Inc

4.45 14.4 Mil
Technology

Jack Henry & Associates Inc

3.58 11.6 Mil
Technology