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SGI Enhanced Global Income ETF GINX

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

Morningstar’s Analysis GINX

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

  • People Pillar

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

Weakness in SGI Enhanced Global 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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GINX

More GINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S ADR

3.47 1.9 Mil
Healthcare

Apple Inc

3.20 1.8 Mil
Technology

Equinor ASA ADR

3.19 1.8 Mil
Energy

Alphabet Inc Class C

3.18 1.8 Mil
Communication Services

Coca-Cola Femsa SAB de CV ADR

2.94 1.6 Mil
Consumer Defensive

UnitedHealth Group Inc

2.83 1.6 Mil
Healthcare

Shinhan Financial Group Co Ltd ADR

2.77 1.5 Mil
Financial Services

BanColombia SA ADR

2.60 1.4 Mil
Financial Services

Meta Platforms Inc Class A

2.59 1.4 Mil
Communication Services

Merck & Co Inc

2.58 1.4 Mil
Healthcare