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Upturn AI SWOT - About
Global X Funds (LLDR)
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Upturn Advisory Summary
08/14/2025: 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -3.39% | Avg. Invested days 34 | 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 08/14/2025 |
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 - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008 and is a New York-based provider of exchange-traded funds (ETFs). It focuses on thematic, income, and international investing strategies. It became a part of Mirae Asset Financial Group in 2018.
Core Business Areas
- Thematic ETFs: Invests in companies that are positioned to benefit from long-term macroeconomic or demographic trends.
- Income ETFs: Offers a range of ETFs focused on generating income through dividends or other distributions.
- International ETFs: Provides access to international equity markets, including developed and emerging markets.
- Commodity ETFs: Offers exposure to commodity markets through various investment strategies.
Leadership and Structure
Global X Funds is led by Luis Berruga, CEO, and is structured within Mirae Asset Financial Group's asset management division. The organizational structure includes portfolio management, research, sales, and marketing teams.
Top Products and Market Share
Key Offerings
- Global X Lithium & Battery Tech ETF (LIT): Offers exposure to companies involved in the lithium cycle, from mining to battery production. Competitors include REMX, BATT, and other thematic ETFs. Market share data not publicly available at fund level.
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Targets companies involved in robotics and artificial intelligence. Competitors include ROBO, IRBO, and other tech-focused ETFs. Market share data not publicly available at fund level.
- Global X NASDAQ 100 Covered Call ETF (QYLD): Seeks to generate income by writing covered call options on the NASDAQ 100 Index. Competitors include XYLD, RYLD and other covered call strategy ETFs. Market share data not publicly available at fund level.
- Global X US Infrastructure Development ETF (PAVE): Invests in companies that benefit from infrastructure development. Competitors include IFRA, INF and other infrastructure ETFs. Market share data not publicly available at fund level.
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increased investor demand for low-cost, passively managed investment products. Innovation and specialization are key trends.
Positioning
Global X Funds is positioned as an innovator in thematic and income ETFs, differentiating itself through specialized investment strategies. Its competitive advantage lies in its focused product offerings and brand recognition within niche segments.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Global X Funds' TAM is a subset of this, focused on thematic, income, and international ETFs. The ETF market continues to expand, driven by growing investor interest and innovative product offerings.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong brand recognition in thematic investing
- Distribution network through Mirae Asset
- Experienced management team
Weaknesses
- Reliance on niche markets
- Higher expense ratios compared to broad market ETFs
- Vulnerability to thematic investment trends changing
Opportunities
- Expansion into new thematic areas
- Growth in international markets
- Development of actively managed ETFs
- Partnerships with fintech platforms
Threats
- Increased competition from larger ETF providers
- Regulatory changes impacting ETF structures
- Market volatility affecting thematic investments
- Economic downturn impacting investor sentiment
Competitors and Market Share
Key Competitors
- IVV
- IWM
- VTI
- ARK
- QQQ
Competitive Landscape
Global X Funds competes with larger ETF providers by offering specialized and innovative products. Its advantages include thematic expertise and a strong brand in niche segments, while its disadvantages include smaller AUM and potentially higher expense ratios than larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced growth in assets under management (AUM) driven by the increasing popularity of thematic and income ETFs.
Future Projections: Future growth is projected to continue as the ETF market expands and Global X Funds introduces new innovative products. Specific revenue and profit projections are not publicly available.
Recent Initiatives: Recent initiatives include launching new thematic ETFs, expanding into international markets, and enhancing digital marketing efforts.
Summary
Global X Funds is a growing ETF provider specializing in thematic and income strategies. They have strong brand recognition and benefit from Mirae Asset's distribution network. The firm faces competition from larger ETF providers and needs to manage risks associated with niche market strategies. Overall Global X Funds is well positioned in the market and should continue to innovate to remain competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is based on publicly available information and analyst estimates. Market share and financial data are approximate and subject to change. This is not financial advice.
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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