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Upturn AI Summary
Global X Alternative Income ETF(ALTY)
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 ALTY
09/25/2026: ALTY (2-star) is currently NOT-A-BUY. Pass it for now.
Global X Alternative Income ETF (ALTY) is a fund-of-funds that provides exposure to a variety of alternative income-generating asset classes, specifically MLPs, BDCs, REITs, and preferred securities. Its main strength lies in its ability to offer instant, rules-based diversification into niche income sectors that are often difficult for retail investors to access individually. The fund is designed for income-seeking portfolios, but investors must account for risks related to interest rate volatility, credit sensitivity, and potential tax complexities associated with its holdings. While it offers a unique yield profile, the layered fee structure and lower liquidity compared to broader dividend ETFs are key factors to monitor. It is best suited for income-focused investors who are comfortable with higher volatility in exchange for higher yield potential.
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 | Weak fit | The fund prioritizes high current income over capital appreciation, which is not the primary objective of growth investors. |
| Momentum investor | Mixed fit | Momentum fit is conditional on a positive Upturn signal in the alternative energy or REIT sectors. |
| Value investor | Mixed fit | While assets may be value-oriented, the primary driver is income yield rather than pure valuation multiples. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed to maximize income through diverse alternative asset channels. |
| Low-risk investor | Weak fit | The underlying assets (MLPs, BDCs, REITs) carry inherent market, credit, and interest rate volatility. |
Investor Profile
Ideal Investor Profile
Income-focused investors who understand the risks of alternative assets and desire a diversified income stream.
Suitability
Best for long-term income-oriented investors looking to complement traditional bond/equity portfolios.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Alternative asset classes like MLPs and BDCs are subject to significant price swings compared to traditional bonds. |
| Market risk | Medium / high | The fund is exposed to broader economic cycles that affect real estate and business lending markets. |
| Concentration | Medium | While diversified across sub-sectors, it remains concentrated solely in alternative income-producing assets. |
| Tracking/expense | Medium | The expense ratio is layered with underlying fund fees, which can drag on net total returns. |
| Liquidity | Medium | Limited trading volume could lead to wider bid-ask spreads during periods of market stress. |
| Business/sector quality | Medium / high | Exposure to energy-heavy MLPs and leveraged BDCs introduces unique sector-specific credit risks. |
Risk Analysis
Volatility
ALTY exhibits higher-than-average volatility due to its reliance on sensitive sectors like MLPs and BDCs.
Market Risk
The fund is susceptible to both interest rate risk (reits/preferreds) and credit/business risk (BDCs/MLPs).
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Master Limited Partnerships (MLPs) | 30 | MLPs offer high yield potential through energy infrastructure and midstream assets. |
| Industry | Business Development Companies (BDCs) | 25 | BDCs provide exposure to middle-market company lending, typically resulting in higher interest income. |
| Industry | Real Estate Investment Trusts (REITs) | 25 | REITs offer income distributions driven by diversified real estate property portfolios. |
| Fixed-income type | Preferred Securities / Other Income | 20 | Preferred stocks offer a hybrid of debt and equity characteristics often yielding higher than common stock. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 23.35% | Avg. Invested days 95 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $46.61M |
| Issuer | Global X Funds |
| Expense Ratio | 0.5% |
| Distribution Yield | 7.54% |
| Inception | Jul 13, 2015 |
Performance
| Period | Total Return |
|---|---|
| YTD | +4.99% |
| 1 Year | +8.60% |
| 3 Year | +11.47% |
| 5 Year | +5.08% |
| 10 Year | +5.16% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 6.32% |
| 3Y Volatility | 7.67% |
| 3Y Sharpe Ratio | 0.9 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | Morningstar Mod Tgt Risk TR... |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 14.12% |
| Mid Cap | 14.07% |
| Micro Cap | 13.08% |
| Mega Cap | 12.62% |
| Large Cap | 7.14% |
Top Sectors
| Sector | Weight |
|---|---|
| Real Estate | 30.92% |
| Energy | 21.74% |
| Technology | 21.72% |
| Utilities | 11.66% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 14.55x |
| Portfolio P/B | 2.01x |
| Portfolio P/S | 2.12x |
| Holdings Turnover | 14.38% |
Top Holdings
| Holding | Weight |
|---|---|
| Global X NASDAQ 100 Covered Call ETF | 21.48% |
| Global X Emerging Markets Bond ETF | 19.82% |
| Global X SuperDividend® REIT ETF | 19.71% |
| Global X U.S. Preferred ETF | 19.44% |
| Sunoco LP | 1.49% |
Upturn AI Summary
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.
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