Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Global X Funds (MLDR)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit 4.63% | Avg. Invested days 76 | 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 10/15/2025 |
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 ETF innovation. It pioneered thematic investing and income strategies. In 2018, it was acquired by Mirae Asset Global Investments.
Core Business Areas
- Thematic ETFs: Offers a range of ETFs focused on disruptive technologies, changing demographics, and emerging consumer preferences.
- Income ETFs: Provides income-oriented investment solutions, including dividend and covered call strategies.
- International ETFs: Offers access to international markets and specific countries or regions.
- Commodity ETFs: Provides exposure to various commodities through ETFs.
Leadership and Structure
Global X Funds is led by its CEO, Luis Berruga. It operates as a subsidiary of Mirae Asset Global Investments, benefiting from its parent company's global resources and expertise.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Offers exposure to companies involved in robotics and AI. Manages over $2 billion in assets. Competitors include ROBO Global Robotics and Automation Index ETF (ROBO) and iShares Robotics and Artificial Intelligence Multisector ETF (IRBO).
- Global X Lithium & Battery Tech ETF (LIT): Provides access to the lithium and battery technology industries. Manages over $4 billion in assets. Competitors include Amplify Lithium & Battery Technology ETF (BATT) and VanEck Rare Earth/Strategic Metals ETF (REMX).
- Global X NASDAQ 100 Covered Call ETF (QYLD): Generates income through covered call writing on the NASDAQ 100 index. Manages over $7 billion in assets. Competitors include JPMorgan Equity Premium Income ETF (JEPI).
Market Dynamics
Industry Overview
The ETF industry is highly competitive and continues to grow rapidly, driven by increasing investor demand for diversified, low-cost investment solutions. Innovation is key as firms look to differentiate and attract capital.
Positioning
Global X Funds is positioned as an innovative ETF provider specializing in thematic and income strategies. Its competitive advantage lies in its ability to identify and capitalize on emerging investment trends.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Global X Funds is positioned to capture a portion of this TAM through its specialized product offerings and expansion into new markets.
Upturn SWOT Analysis
Strengths
- Innovative product offerings
- Strong brand recognition in thematic investing
- Established distribution network
- Experienced management team
- Backed by Mirae Asset Global Investments
Weaknesses
- Reliance on specific themes, making it susceptible to market sentiment
- Potential for higher expense ratios compared to broad market ETFs
- Smaller AUM compared to industry giants like BlackRock and Vanguard
Opportunities
- Expanding into new thematic areas
- Developing ESG-focused ETFs
- Growing international presence
- Capitalizing on increasing investor interest in alternative investments
Threats
- Increased competition from larger ETF providers
- Changing regulatory landscape
- Market volatility and economic downturns
- Potential for thematic investments to fall out of favor
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard
- State Street (STT)
- Invesco (IVZ)
- ARK Investment Management
Competitive Landscape
Global X Funds competes with larger ETF providers by offering specialized and innovative investment solutions. Its competitive advantage lies in its thematic and income-oriented expertise. However, larger competitors have significant economies of scale and brand recognition.
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced significant growth in AUM since its inception, driven by the increasing popularity of ETFs and its innovative product offerings.
Future Projections: Future growth is expected to be driven by continued innovation, expansion into new markets, and increasing investor demand for thematic and income-oriented ETFs. Analyst projections are unavailable without specific financial data.
Recent Initiatives: Recent initiatives include the launch of new thematic ETFs, the expansion of its international presence, and the development of ESG-focused investment solutions.
Summary
Global X Funds is an innovative ETF provider, specializing in thematic and income strategies. Its strengths lie in its product offerings, but weaknesses include smaller AUM compared to larger players. Opportunities include further expansion, while threats include increasing competition and market volatility. Overall, Global X is well-positioned for growth but faces challenges from larger, established competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is based on publicly available estimates and may vary.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.