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Global X Conscious Companies ETF (KRMA)
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Upturn Advisory Summary
11/07/2025: 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 25.39% | Avg. Invested days 69 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/07/2025 |
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 (KRBN) seeks to invest in companies that demonstrate a commitment to corporate social responsibility (CSR) and environmental, social, and governance (ESG) factors. It aims to provide exposure to companies with strong ethical and sustainable practices, focusing on large and mid-cap US companies.
Reputation and Reliability
Global X ETFs is a well-established provider known for thematic and innovative ETFs.
Management Expertise
Global X has a dedicated team experienced in managing various ETF strategies, including those focused on socially responsible investing.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI KLD 400 Social Index.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI KLD 400 Social Index.
Composition The ETF primarily holds stocks of large and mid-cap U.S. companies recognized for their high ESG ratings.
Market Position
Market Share: KRBN has a smaller market share compared to broad ESG ETFs and those focused on specific sectors.
Total Net Assets (AUM): 11280000
Competitors
Key Competitors
- VEGN
- ESGV
- CRBN
- SUSL
Competitive Landscape
The ESG ETF market is competitive, with numerous options available. KRBN differentiates itself by focusing on a specific index (MSCI KLD 400). Advantages may include targeted exposure to socially responsible companies. Disadvantages may include lower diversification than broader ESG ETFs and higher expense ratios than some competitors.
Financial Performance
Historical Performance: KRBN's historical performance depends on market conditions and the performance of its underlying holdings. Data must come from an external source.
Benchmark Comparison: The ETF's performance should be compared to the MSCI KLD 400 Social Index to assess tracking accuracy.
Expense Ratio: 0.0029
Liquidity
Average Trading Volume
KRBN's average trading volume is low, which could affect trade execution.
Bid-Ask Spread
KRBN's bid-ask spread can vary, reflecting the ETF's trading volume and market demand.
Market Dynamics
Market Environment Factors
Economic indicators, investor sentiment towards ESG, and regulatory changes affect KRBN. Rising awareness of ESG investing can drive demand.
Growth Trajectory
KRBN's growth depends on investor interest in socially responsible investing and the performance of the underlying index. Changes to the index methodology or holdings can impact performance.
Moat and Competitive Advantages
Competitive Edge
KRBN's competitive edge lies in its focus on the MSCI KLD 400 Social Index, which uses a specific methodology for identifying socially responsible companies. The Global X brand recognition and distribution network also provide an advantage. The fund's specific focus on US-based companies allows investors to target their ESG investments geographically. Its concentrated portfolio may offer the potential for higher returns compared to more diversified ESG ETFs, but at the cost of higher risk.
Risk Analysis
Volatility
KRBN's volatility will depend on the volatility of its underlying stock holdings.
Market Risk
KRBN is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and investor sentiment. Specific risks are related to changes in ESG investing trends and economic conditions.
Investor Profile
Ideal Investor Profile
KRBN is suitable for investors seeking exposure to socially responsible companies and those who align with ESG values. It's appropriate for those who understand the risks of sector-specific investments.
Market Risk
KRBN is suitable for long-term investors who prioritize socially responsible investing. It may not be ideal for active traders due to lower liquidity.
Summary
Global X Conscious Companies ETF (KRBN) offers exposure to US companies recognized for their ESG practices, tracking the MSCI KLD 400 Social Index. Its expense ratio is higher than some broad market ETFs, and its AUM and trading volume are low. It targets long-term investors interested in socially responsible investing, carrying market and sector risks. Potential investors should consider its tracking to a specific index, ESG investment strategy, and the associated risks and liquidity profile.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor. Market data is subject to 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.
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