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Global X Conscious Companies ETF(CPTL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CPTL
11/13/2026: CPTL (3-star) is currently NOT-A-BUY. Pass it for now.
CPTL is a niche ETF that provides exposure to U.S. large-cap companies selected for their 'conscious' business practices across stakeholder groups. Its main strengths lie in its unique screening methodology and its backing by a reputable issuer, Global X. The fund serves as a targeted equity play for investors looking to align investments with specific social and ethical criteria. Primary risks include market volatility, sector concentration relative to the broad market, and potential liquidity challenges compared to larger index funds. It is best suited for investors who value ethical corporate behavior as a long-term performance driver and are comfortable with the specific risks of a thematic equity strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund is generally tilted toward large-cap companies, which can offer growth but may not capture high-beta aggressive growth. |
| Momentum investor | Strong fit while signal remains positive | If the conscious strategy outperforms the broader market, it can align well with momentum-based strategies. |
| Value investor | Mixed fit | The screening process may occasionally favor or avoid specific value sectors depending on their stakeholder metrics. |
| Dividend/Income investor | Mixed fit | The fund is not specifically designed for yield, though many underlying large-cap firms may pay dividends. |
| Low-risk investor | Weak fit | As an equity fund, it carries inherent market risk and volatility that may not suit conservative investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to U.S. large-cap equities while ensuring their portfolio aligns with corporate responsibility and ethical stewardship values.
Suitability
This fund is best suited for long-term investors who prioritize corporate quality and stakeholder value alongside market returns.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments are subject to market fluctuations that can impact share price. |
| Market risk | High | The fund is fully exposed to systemic risks affecting the U.S. large-cap equity market. |
| Concentration | Medium | The fund's focus on 'conscious' companies may lead to sector biases compared to the S&P 500. |
| Tracking/expense | Low | The expense ratio is competitive for a specialized thematic strategy. |
| Liquidity | Medium | Lower average trading volume can increase transaction costs for large orders. |
| Business/sector quality | Low | The strict screening criteria prioritize companies with high operational standards, potentially reducing business quality risk. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund exhibits volatility levels generally consistent with the broader U.S. large-cap market, as its returns are driven by a diverse basket of equity securities.
Market Risk
As an equity ETF, CPTL is subject to the systemic risks of the U.S. stock market, including macroeconomic shifts, interest rate changes, and geopolitical events.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equity | 98.5 | The fund holds a diversified basket of large-capitalization U.S. companies screened for ethical and operational excellence. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the fund is held in cash to facilitate daily liquidity and fund operations. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 24.31% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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