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Upturn AI SWOT - About
Global X Conscious Companies ETF (KRMA)
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Upturn Advisory Summary
08/14/2025: KRMA (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 22.03% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 31.83 - 40.66 | Updated Date 06/29/2025 |
52 Weeks Range 31.83 - 40.66 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X Conscious Companies ETF
ETF Overview
Overview
The Global X Conscious Companies ETF (KRMA) seeks to invest in companies that demonstrate a commitment to environmental, social, and governance (ESG) principles. It aims to provide exposure to companies exhibiting positive conscious business practices.
Reputation and Reliability
Global X is a well-known ETF provider with a solid reputation for innovative and thematic ETFs.
Management Expertise
Global X has a dedicated team of investment professionals with experience in ETF management and thematic investing.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Concinnity Conscious Companies Index, which screens companies based on ESG criteria and selects those with strong conscious business practices.
Composition The ETF primarily holds stocks of U.S. companies across various sectors that meet the index's ESG standards.
Market Position
Market Share: KRMA's market share is relatively small compared to broader ESG ETFs.
Total Net Assets (AUM): 29000000
Competitors
Key Competitors
- ESGU
- SUSL
- CRBN
Competitive Landscape
The competitive landscape is dominated by larger ESG ETFs like ESGU. KRMA differentiates itself with a more specific 'conscious companies' focus, potentially attracting investors seeking more targeted ESG exposure. However, its smaller AUM can lead to lower liquidity compared to competitors.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Investors should review the ETF's performance over various time periods (1yr, 3yr, 5yr) before investing.
Benchmark Comparison: The ETF's performance should be compared to its underlying index, the Concinnity Conscious Companies Index, to evaluate tracking effectiveness.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
KRMA's average trading volume is relatively low, which may affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread may be wider compared to more liquid ETFs, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG, and sector-specific growth prospects can all influence KRMA's performance.
Growth Trajectory
Growth depends on increasing investor demand for conscious companies and KRMA's ability to effectively track its index.
Moat and Competitive Advantages
Competitive Edge
KRMA's focus on 'conscious companies' provides a differentiated ESG approach, potentially attracting investors specifically seeking companies with robust environmental, social, and governance practices. The underlying index, Concinnity Conscious Companies Index, employs stringent ESG screening criteria. However, smaller AUM makes it challenging to complete with bigger ESG focused ETFs. The specific screening methodology might appeal to those with very strict ESG criteria, but might also lead to lower diversification.
Risk Analysis
Volatility
Volatility will depend on the underlying holdings and overall market conditions. Check the ETF's standard deviation and beta.
Market Risk
The ETF is subject to market risk, meaning that the value of its holdings can fluctuate based on overall market conditions and sector-specific factors.
Investor Profile
Ideal Investor Profile
KRMA is suitable for investors seeking ESG-focused investments and who prioritize companies with strong conscious business practices.
Market Risk
It is best for long-term investors with a specific interest in socially responsible investing.
Summary
The Global X Conscious Companies ETF (KRMA) offers exposure to U.S. companies demonstrating a commitment to ESG principles. It tracks the Concinnity Conscious Companies Index and differentiates itself with its 'conscious companies' focus. However, its smaller AUM can lead to lower liquidity compared to larger ESG ETFs. Investors should carefully consider its ESG criteria, expense ratio, and trading volume before investing. Performance depends on investor demand for ESG and market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETFdb.com
- Morningstar.com
- etf.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data is based on available information and may change.
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 Conscious Companies ETF
Exchange NASDAQ | 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 in the securities of the underlying index. The underlying index is designed to provide exposure to companies listed in the U.S. that operate their businesses in a sustainable and responsible manner, as measured by their ability to achieve positive outcomes that are consistent with a multi-stakeholder operating system (MsOS), as defined by the provider of the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.