Morningstar

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 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SGI Enhanced Global Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Emerging Markets Dividend ETF

3.24 3M
—

WisdomTree Emerging Markets High Div ETF

3.17 3M
—

iShares Core MSCI Emerging Markets ETF

2.93 3M
—

JPMorgan Chase & Co

2.69 3M
Financial Services

Banco Bilbao Vizcaya Argentaria SA ADR

2.03 2M
Financial Services

Colgate-Palmolive Co

1.96 2M
Consumer Defensive

BNP Paribas ADR

1.92 2M
Financial Services

Bank of America Corp

1.92 2M
Financial Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.87 2M
Technology

PepsiCo Inc

1.72 2M
Consumer Defensive

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