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Upturn AI SWOT - About
Global X Conscious Companies ETF (KRMA)
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Upturn Advisory Summary
04/01/2025: KRMA (1-star) is currently NOT-A-BUY. Pass it for now.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.99% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 5299 | Beta 1 | 52 Weeks Range 33.84 - 40.83 | Updated Date 04/2/2025 |
52 Weeks Range 33.84 - 40.83 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X Conscious Companies ETF
ETF Overview
Overview
The Global X Conscious Companies ETF (KRMA) seeks to invest in companies that demonstrate a commitment to positive social and environmental impact alongside financial performance, focusing on businesses exhibiting strong ethical practices and sustainable business models.
Reputation and Reliability
Global X is a well-regarded ETF provider known for its thematic and innovative ETF offerings.
Management Expertise
Global X has a team of experienced portfolio managers and research analysts specializing in thematic investing.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Concinnity Conscious Companies Index.
Investment Approach and Strategy
Strategy: The ETF tracks an index that selects companies based on their commitment to corporate social responsibility and sustainability.
Composition The ETF primarily holds equity securities of U.S. companies that meet specific criteria related to environmental, social, and governance (ESG) factors.
Market Position
Market Share: Insufficient data available to accurately determine the precise market share.
Total Net Assets (AUM): 26630000
Competitors
Key Competitors
- CRBN
- ESGV
- SUSL
Competitive Landscape
The ESG ETF market is competitive, with several funds offering similar strategies. KRMA differentiates itself through its specific index and focus on conscious companies. Its AUM is smaller than some competitors, posing a challenge. Advantages include a targeted approach to ESG investing, while disadvantages may include lower liquidity compared to larger ESG ETFs.
Financial Performance
Historical Performance: Data on historical performance can be obtained from financial data providers. Please note that past performance is not indicative of future results.
Benchmark Comparison: Performance should be compared to the Concinnity Conscious Companies Index to assess tracking accuracy.
Expense Ratio: 0.0049
Liquidity
Average Trading Volume
The average trading volume for KRMA is relatively moderate, which may affect ease of entry and exit for large positions.
Bid-Ask Spread
The bid-ask spread for KRMA varies depending on market conditions and can impact the cost of trading.
Market Dynamics
Market Environment Factors
Increased investor interest in ESG investing, regulatory changes, and shifts in consumer preferences for sustainable products influence KRMA.
Growth Trajectory
The growth trajectory depends on continued investor demand for ESG investments and the ETF's ability to attract assets by demonstrating positive social and environmental impact alongside financial returns.
Moat and Competitive Advantages
Competitive Edge
KRMA's competitive edge lies in its focus on conscious companies. It offers a differentiated approach by specifically targeting companies with strong ESG practices. The fundu2019s specific index provides a focused approach to responsible investing. This may appeal to investors seeking a more tailored exposure to companies demonstrably committed to sustainability.
Risk Analysis
Volatility
KRMA's volatility is influenced by the volatility of its underlying holdings and overall market conditions.
Market Risk
The ETF is subject to market risk, including potential declines in the value of its holdings due to economic downturns or sector-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor for KRMA is someone who is interested in ESG investing and seeks exposure to companies with strong environmental, social, and governance practices.
Market Risk
KRMA is suitable for long-term investors who prioritize responsible investing and are comfortable with the potential risks and rewards of equity investments.
Summary
Global X Conscious Companies ETF provides exposure to US equities that meet ESG standards. It is suitable for socially responsible investors seeking investments that align with their values. The ETF's performance is benchmarked against the Concinnity Conscious Companies Index. While its AUM is smaller compared to some competitors, its focused approach to ESG investing makes it unique. Investors should consider the expense ratio, trading volume, and market conditions before investing.
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Sources and Disclaimers
Data Sources:
- Global X ETFs Website
- ETF.com
- Morningstar
- YCharts
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data may not be precise due to differing data sources and calculation methods.
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 Conscious Companies ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to companies listed in the U.S. that operate their businesses in a sustainable and responsible manner, as measured by their ability to achieve positive outcomes that are consistent with a multi-stakeholder operating system (MsOS), as defined by the provider of the underlying index.
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