Morningstar

Global X Guru™ Index ETF GURU

Morningstar Medalist Rating
Medalist Rating as of | See Global X Investment Hub

Morningstar’s Analysis GURU

Will GURU outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GURU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GURU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GURU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X Guru™ ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GURU

More GURU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Caris Life Sciences Inc

2.13 1M
Healthcare

Illumina Inc

2.00 1M
Healthcare

Salesforce Inc

1.84 1M
Technology

Natera Inc

1.83 1M
Healthcare

Arcutis Biotherapeutics Inc Ordinary Shares

1.77 1M
Healthcare

United Therapeutics Corp

1.66 962,179
Healthcare

Albertsons Companies Inc Class A

1.63 945,384
Consumer Defensive

SM Energy Co

1.61 933,608
Energy

Visa Inc Class A

1.60 929,164
Financial Services

Apple Inc

1.60 928,557
Technology

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