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Upturn AI SWOT - About
Global X Funds (CLIP)
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Upturn Advisory Summary
08/14/2025: CLIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 8.02% | Avg. Invested days 408 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 95.90 - 100.40 | Updated Date 06/30/2025 |
52 Weeks Range 95.90 - 100.40 | Updated Date 06/30/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
Global X Funds offers a diverse range of ETFs focusing on thematic, international, and income strategies. They aim to provide investors with access to specific market segments and investment opportunities.
Reputation and Reliability
Global X is a well-established ETF provider known for its innovative and thematic investment products. They are generally considered reliable and reputable.
Management Expertise
Global X has a team of experienced investment professionals specializing in ETF management and thematic investing.
Investment Objective
Goal
To provide investors with targeted exposure to specific market segments, themes, or income strategies.
Investment Approach and Strategy
Strategy: Global X Funds employs various strategies, including index tracking, active management, and proprietary methodologies to achieve specific investment objectives.
Composition The ETF's assets vary widely depending on the specific fund, including stocks, bonds, commodities, and other assets relevant to the fund's objective.
Market Position
Market Share: Difficult to pinpoint an exact market share for 'Global X Funds' as a whole, due to their diverse offerings. Market share varies per sector/theme.
Total Net Assets (AUM): 43890000000
Competitors
Key Competitors
- ARKK
- TAN
- ICLN
- QQQ
- VTI
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar or overlapping products. Global X Funds differentiates itself through its thematic and innovative ETF offerings, but faces competition from larger, more established players. Advantages of Global X include its specialized focus and innovative product development, while disadvantages include potentially higher expense ratios and less liquidity compared to broader market ETFs.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific Global X fund. Refer to individual fund fact sheets for detailed performance data.
Benchmark Comparison: Performance relative to benchmarks also varies by fund and investment strategy. Benchmarking is essential for evaluating the fund's effectiveness.
Expense Ratio: Expense ratios vary depending on the specific Global X fund, ranging from 0.20% to 0.95%.
Liquidity
Average Trading Volume
Average trading volume varies greatly among Global X Funds, depending on the fund's size and investor interest.
Bid-Ask Spread
Bid-ask spreads vary depending on the fund, with more liquid funds generally having tighter spreads.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, interest rates, and geopolitical events can all significantly impact Global X Funds, depending on their specific investment focus.
Growth Trajectory
Growth trends depend on the fund's specific theme and market conditions. Changes in strategy and holdings are disclosed in fund prospectuses and fact sheets.
Moat and Competitive Advantages
Competitive Edge
Global X Funds has a competitive edge due to its focus on thematic and innovative ETFs, providing investors with access to niche market segments and emerging trends. Their product development and research capabilities allow them to identify and capitalize on new investment opportunities. Global X also fosters a strong brand recognition and loyalty among investors seeking specialized investment solutions. Furthermore, they differentiate through education and thought leadership related to thematic investing.
Risk Analysis
Volatility
Volatility varies greatly among Global X Funds, depending on the underlying assets and investment strategy. Some funds may be more volatile than others.
Market Risk
Market risk depends on the specific investments within each fund. Funds focused on emerging markets or specific sectors may carry higher market risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific Global X fund. Generally, investors seeking targeted exposure to specific market segments, themes, or income strategies are suitable.
Market Risk
Global X Funds can be suitable for long-term investors, active traders, or those seeking passive index exposure within a specific niche. Suitability depends on the individual fund and the investor's risk tolerance.
Summary
Global X Funds is a reputable ETF provider known for its diverse range of thematic, international, and income ETFs. While their expense ratios can be higher than broad market index funds, they offer targeted exposure to specific investment opportunities. Investors should carefully consider the specific investment objective, risk profile, and expense ratio of each fund before investing. Overall, Global X Funds provides value by allowing investors to customize and target specific market niches in their investment portfolio. Global X is suited for investors looking to enhance the growth of their portfolio by concentrating on specific and emerging trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research and risk tolerance. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets, plus borrowings for investment purposes (if any), in the securities of the underlying index. The underlying index is designed to measure the performance of public obligations of the U.S. Treasury that have a remaining maturity of greater than or equal to 1 month and less than 3 months.
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