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Upturn AI SWOT - About
Global X Funds (MLDR)
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Upturn Advisory Summary
06/27/2025: MLDR (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 1.49% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
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 47.09 - 49.41 | Updated Date 05/20/2025 |
52 Weeks Range 47.09 - 49.41 | 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 quickly became a leader in thematic and income-oriented ETFs. It's known for its innovative approach to investment strategies, including sector, country, and income funds.
Core Business Areas
- Exchange-Traded Funds (ETFs): The primary business of Global X is creating and managing ETFs that track various indices, sectors, or investment themes. They offer a wide range of thematic, income, and international ETFs.
Leadership and Structure
Global X is a member of the Mirae Asset Financial Group, a global financial services provider. Specific details on the Global X leadership team are readily available on their website and other financial news sources. Organizational structure follows a typical asset management firm hierarchy.
Top Products and Market Share
Key Offerings
- Thematic ETFs: Global X offers a diverse range of thematic ETFs, covering areas like robotics & AI (BOTZ), cybersecurity (BUG), cloud computing (CLOU), and fintech (FINX). Market share varies by theme; competition includes ARK Invest, First Trust, and iShares. Exact revenue figures are not publicly disclosable per fund.
- Income ETFs: Global X provides income-oriented ETFs, such as those focused on dividend-paying stocks (DIV) and covered call strategies (XYLD). Competitors include Vanguard, Schwab, and iShares. Exact revenue figures are not publicly disclosable per fund.
- International ETFs: Global X offers ETFs providing access to various countries and regions, including emerging markets and specific economies like China. Competitors include iShares, Vanguard, and Schwab. Exact revenue figures are not publicly disclosable per fund.
Market Dynamics
Industry Overview
The ETF market is experiencing significant growth due to its accessibility, diversification benefits, and low cost. Increasing demand for specialized investment strategies like thematic investing is driving innovation and competition.
Positioning
Global X is positioned as an innovator in thematic and income ETFs, differentiating itself with its focus on niche and high-growth areas. Its membership in Mirae Asset provides global reach and resources.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. Global X Funds is positioned to capture a portion of this TAM through its specialized ETF offerings, targeting specific investment trends and investor needs.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in thematic ETFs
- Innovative product development
- Access to Mirae Asset's global resources
- Diverse range of ETF offerings
- Focus on high-growth sectors
Weaknesses
- Assets under management (AUM) smaller compared to industry giants
- Expense ratios can be higher than broader market ETFs
- Reliance on niche markets may increase volatility
- Performance highly dependent on the success of underlying themes
Opportunities
- Expanding into new thematic areas
- Growing demand for ESG and socially responsible investing
- Increasing adoption of ETFs by retail investors
- Partnerships with financial advisors and institutions
- Further international expansion
Threats
- Increased competition from larger ETF providers
- Market downturns impacting thematic fund performance
- Regulatory changes affecting the ETF industry
- Changes in investor sentiment towards specific themes
- Economic slowdown impacting growth sectors
Competitors and Market Share
Key Competitors
- ARKK
- IVV
- VTI
- IWF
Competitive Landscape
Global X competes with larger ETF providers by focusing on thematic and income-oriented ETFs. Its smaller size allows for agility and innovation, but it faces challenges in terms of brand recognition and distribution compared to industry giants.
Growth Trajectory and Initiatives
Historical Growth: Growth is reflected in AUM growth and the introduction of new ETF products over the past years. Thematic ETFs have experienced significant growth in popularity.
Future Projections: Future growth is expected to be driven by continued innovation in thematic investing, expansion into new markets, and increased adoption of ETFs.
Recent Initiatives: Recent initiatives include launching new thematic ETFs, expanding into ESG investing, and focusing on international growth.
Summary
Global X Funds is a strong player in the thematic and income ETF space, benefiting from its innovative product development and the support of Mirae Asset. The company faces competition from larger ETF providers and relies on the success of its chosen themes. Expanding into new markets and maintaining innovation are crucial for future growth, while closely monitoring sector-specific economic risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF.com
- Morningstar
- Bloomberg
- Company filings
- Various Financial News Outlets
- Competitor Websites
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary. Financial data for Global X Funds is not publicly available as it is a subsidiary. Investment decisions should be based on thorough research and consultation with a qualified 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 3 and 10 years as of the last business day of February of each year.
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