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Upturn AI SWOT - About
Global X Funds (MLDR)
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Upturn Advisory Summary
08/14/2025: 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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 2.71% | Avg. Invested days 55 | 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 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 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 - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008 and is known for its innovative exchange-traded funds (ETFs), particularly in thematic, income, and international investing.
Core Business Areas
- Thematic ETFs: Focuses on ETFs that track specific trends and themes, such as robotics, cybersecurity, and clean energy.
- Income ETFs: Offers ETFs that aim to provide investors with income through dividends or other distributions.
- International ETFs: Provides ETFs that invest in international markets, including specific countries and regions.
Leadership and Structure
Global X Funds is a part of Mirae Asset Global Investments. Its leadership team focuses on product development, distribution, and investment management.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): This ETF invests in companies involved in robotics and artificial intelligence. Market share information varies; it's a leading ETF in the robotics thematic space. Competitors: ROBO Global Robotics and Automation Index ETF (ROBO), iShares Robotics and Artificial Intelligence ETF (IRBO).
- Global X Lithium & Battery Tech ETF (LIT): This ETF invests in the global lithium cycle, from mining to battery production. It's a significant player in the lithium and battery tech ETF market. Competitors: Amplify Lithium & Battery Technology ETF (BATT).
- Global X Nasdaq 100 Covered Call ETF (QYLD): This ETF applies a covered call strategy to the Nasdaq 100 index. One of the largest covered call ETFs by AUM. Competitors: Defiance Nasdaq 100 Enhanced Options Income ETF (QQQX), JPMorgan Equity Premium Income ETF (JEPI).
Market Dynamics
Industry Overview
The ETF industry is highly competitive, with a growing number of providers and increasing investor demand for specialized investment strategies.
Positioning
Global X Funds is positioned as an innovative ETF provider specializing in thematic, income, and international investing. Its competitive advantage lies in its focus on niche markets and product innovation.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Global X is well-positioned to capture a portion of this TAM due to its specialized ETF offerings.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong thematic focus
- Experienced management team
- Part of a larger global asset management firm
Weaknesses
- Smaller market share compared to industry giants
- Reliance on specific thematic trends
- Potentially higher expense ratios on niche ETFs
Opportunities
- Growing demand for thematic ETFs
- Expansion into new markets and asset classes
- Strategic partnerships with other financial institutions
Threats
- Increased competition in the ETF industry
- Market volatility affecting thematic investments
- Regulatory changes impacting ETF structures
Competitors and Market Share
Key Competitors
- IVV
- VTI
- SPY
Competitive Landscape
Global X Funds differentiates itself through its thematic focus, but faces intense competition from larger ETF providers with broader product offerings and lower expense ratios.
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced significant growth in assets under management (AUM) due to the increasing popularity of ETFs and its innovative product offerings.
Future Projections: Future growth is expected to be driven by continued demand for thematic investing and expansion into new markets.
Recent Initiatives: Recent initiatives include the launch of new thematic ETFs and partnerships to expand distribution.
Summary
Global X Funds is a growing ETF provider specializing in thematic investing. The company's innovative products and thematic focus have fueled its growth. However, it faces challenges from larger competitors and market volatility, emphasizing the need to diversify and maintain competitive expense ratios. Strong thematic demand is driving growth; however, increased competition poses a risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are 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 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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