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Upturn AI SWOT - About
Global X Funds (LLDR)
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Upturn Advisory Summary
06/30/2025: LLDR (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.9% | Avg. Invested days 10 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 43.17 - 49.32 | Updated Date 05/20/2025 |
52 Weeks Range 43.17 - 49.32 | Updated Date 05/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008 and is known for its thematic and income-oriented ETFs. They've grown to offer a diverse range of ETFs, focusing on innovation, income, and international markets.
Core Business Areas
- Thematic ETFs: Investments in emerging trends and industries like robotics, AI, and clean energy.
- Income ETFs: Focus on generating income through dividends and other sources.
- International ETFs: Provides exposure to various international markets and regions.
- Commodity ETFs: Offers exposure to different commodities.
Leadership and Structure
Global X Funds is a subsidiary of Mirae Asset Global Investments. The leadership team consists of experienced professionals in asset management and ETF development.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Invests in companies involved in robotics and AI. It is a leader in its thematic area. Competitors include ROBO Global Robotics and Automation Index ETF (ROBO) and iShares Robotics and Artificial Intelligence ETF (IRBO). Market share data is not publicly provided at the fund level.
- Global X Lithium & Battery Tech ETF (LIT): Focuses on the lithium and battery technology industry. It has a significant position within EV and Battery thematic investing. Competitors include Amplify Lithium & Battery Technology ETF (BATT). Market share data is not publicly provided at the fund level.
- Global X NASDAQ 100 Covered Call ETF (QYLD): Generates income through covered call strategies on the NASDAQ 100 index. This ETF is dominant in the covered call ETF category. Competitors include Global X S&P 500 Covered Call ETF (XYLD). Market share data is not publicly provided at the fund level.
Market Dynamics
Industry Overview
The ETF industry is growing rapidly, driven by increasing investor demand for diversified, low-cost investment options. There's increased competition and innovation among providers, resulting in more specialized ETF offerings.
Positioning
Global X Funds is positioned as an innovative provider of thematic and income-oriented ETFs, catering to specific investment needs and interests. Their focus on niche markets allows them to differentiate themselves.
Total Addressable Market (TAM)
The global ETF market is estimated to be trillions of dollars. Global X Funds captures a small but growing segment focusing on thematic and income niches.
Upturn SWOT Analysis
Strengths
- Strong thematic focus
- Innovative product development
- Established brand recognition
- Part of Mirae Asset Global Investments
Weaknesses
- Reliance on niche markets
- Smaller AUM compared to larger ETF providers
- Vulnerability to shifts in investor sentiment towards specific themes
Opportunities
- Expanding thematic offerings
- Growing international presence
- Increasing adoption of ETFs by retail investors
- Partnerships with other financial institutions
Threats
- Increased competition from larger ETF providers
- Market volatility affecting thematic investments
- Regulatory changes impacting the ETF industry
- Economic downturns reducing investor demand
Competitors and Market Share
Key Competitors
- IVV
- VTI
- VOO
- SPY
- ARKK
- ROBO
- BATT
Competitive Landscape
Global X Funds differentiates itself through thematic ETFs, but faces competition from larger ETF providers with broader product offerings and greater economies of scale. They must maintain innovation and adapt to market changes to remain competitive.
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced significant growth in assets under management (AUM) over the past decade, driven by the increasing popularity of ETFs and their focus on thematic investing.
Future Projections: Future growth is projected to continue as the ETF market expands and investors seek specialized investment options. Analyst estimates are unavailable on the Global X Funds entity level, but can be found for the ETF market segment.
Recent Initiatives: Recent initiatives include launching new thematic ETFs, expanding their international presence, and enhancing their digital platform.
Summary
Global X Funds is a moderately strong ETF provider specializing in thematic and income-oriented ETFs, which is bolstered by being owned by Mirae Asset Global Investments. Their strength lies in product innovation and brand recognition in niche markets. They need to manage competition from larger ETF providers and adapt to evolving market conditions. Growth potential relies on continued product development and expansion into new markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- ETF.com
- SEC Filings (for parent company Mirae Asset Global Investments)
- Third-party financial data providers
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is estimated and may vary. Past performance is not indicative of future results. Investment decisions should be based on your own research and consultation with a financial advisor.
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 2024-09-10 | 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 index. The index is designed to measure the performance of a strategy commonly referred to as bond "laddering" as applied to public obligations of the U.S. Treasury that have maturities between 10 and 30 years as of the last business day of February of each year.
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