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Global X Conscious Companies ETF KRMA

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

Morningstar’s Analysis KRMA

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

  • People Pillar

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

Weakness in Global X Conscious Companies ETF's People and Process Pillar ratings limits this strategy 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 KRMA

More KRMA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.20 38.8 Mil
Technology

Apple Inc

4.96 31.0 Mil
Technology

NVIDIA Corp

3.53 22.1 Mil
Technology

Alphabet Inc Class A

3.08 19.3 Mil
Communication Services

Amazon.com Inc

2.76 17.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.38 8.7 Mil
Communication Services

Dell Technologies Inc Ordinary Shares - Class C

0.68 4.3 Mil
Technology

Dick's Sporting Goods Inc

0.65 4.1 Mil
Consumer Cyclical

American Express Co

0.62 3.9 Mil
Financial Services

Valero Energy Corp

0.61 3.8 Mil
Energy