Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Global X Funds (BTRN)
- 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
04/01/2025: BTRN (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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 26.62% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 356 | Beta - | 52 Weeks Range 20.32 - 38.33 | Updated Date 04/1/2025 |
52 Weeks Range 20.32 - 38.33 | Updated Date 04/1/2025 |
Upturn AI SWOT
Global X Funds
ETF Overview
Overview
Global X Funds offers a suite of ETFs focusing on thematic investing, international markets, and income strategies, utilizing both passive and active management approaches.
Reputation and Reliability
Global X is a reputable ETF provider known for its innovative and thematic investment strategies.
Management Expertise
Global X has a dedicated team of investment professionals with expertise in ETF management and thematic research.
Investment Objective
Goal
To provide investors with access to specific investment themes, geographic regions, and income-generating assets.
Investment Approach and Strategy
Strategy: Global X employs a variety of strategies, including index tracking and active management, depending on the specific ETF.
Composition The ETFs hold a diverse range of assets, including stocks, bonds, and other securities, depending on the fund's specific focus.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Global X Funds family and its target market.
Total Net Assets (AUM): Information available at [specific ETF ticker]. Global X total AUM $45.1 Billion (Dec 31, 2023).
Competitors
Key Competitors
- ARKK
- ICLN
- TAN
Competitive Landscape
The ETF industry is highly competitive. Global X Funds differentiate themselves through thematic ETFs, offering exposure to niche sectors and investment strategies. The advantages of Global X Funds include their specialized focus and innovation, while their disadvantages are potentially higher expense ratios than broad market ETFs and concentration risk in specific themes.
Financial Performance
Historical Performance: Varies significantly depending on the specific ETF. Refer to the fund's fact sheet for historical performance data.
Benchmark Comparison: Varies based on the individual fund and its corresponding benchmark. Refer to the fund's documentation.
Expense Ratio: Varies by ETF, typically ranging from 0.20% to 0.95%.
Liquidity
Average Trading Volume
Liquidity varies significantly by ETF, with some funds exhibiting high trading volumes and others lower trading volumes.
Bid-Ask Spread
The bid-ask spread varies by ETF, and reflects the fund's underlying liquidity and trading activity.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, technological advancements, and geopolitical events can all impact the performance of Global X Funds.
Growth Trajectory
Growth is influenced by investor demand for thematic and international investment strategies. Global X introduces new funds to capitalize on emerging trends.
Moat and Competitive Advantages
Competitive Edge
Global X Funds' competitive advantage lies in its early adoption of thematic investing, extensive suite of thematic ETFs, and a dedicated research team identifying and developing new investment themes. Their thematic ETFs offer investors targeted exposure to niche sectors. They are known for their unique approach, appealing to investors seeking specialized investment strategies. The funds can offer high growth potential but may also have higher volatility.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying holdings. Some thematic ETFs may exhibit higher volatility than broad market ETFs.
Market Risk
Market risk is inherent in all investments and can impact Global X Funds' performance. Specific risks depend on the fund's underlying assets and geographic focus.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to specific themes, international markets, or income strategies. Those comfortable with potentially higher risk and volatility associated with specialized investments.
Market Risk
Suitable for long-term investors with a specific investment thesis. Not recommended for risk-averse investors seeking broad market exposure.
Summary
Global X Funds provides a diverse range of thematic and international ETFs, catering to investors with specific investment interests. Their focus on niche markets and innovative investment strategies sets them apart, offering potentially higher growth but also increased risk. Investors should carefully consider the fund's objectives, holdings, and risk profile before investing. While expense ratios can be elevated, Global X Funds' unique investment proposition may be beneficial for investors seeking targeted exposure to specialized areas of the market.
Similar Companies
- BOTZ
- HERO
- DRIV
- FINX
Sources and Disclaimers
Data Sources:
- Global X Funds Website
- ETF Database
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests least 80% of its total assets, plus borrowings for investment purposes, in the constituents of the index, and in other securities the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the constituents that comprise the underlying index, such as U.S. listed Bitcoin Futures ETFs. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.