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Upturn AI SWOT - About
Global X Funds (MLDR)
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Upturn Advisory Summary
03/13/2025: 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.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 1.31% | Avg. Invested days 26 | 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 03/13/2025 |
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) 270 | Beta - | 52 Weeks Range 47.24 - 49.50 | Updated Date 02/26/2025 |
52 Weeks Range 47.24 - 49.50 | Updated Date 02/26/2025 | ||
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Global X Funds
Company Overview
History and Background
Global X Funds was founded in 2008, focusing on thematic investing, income strategies, and international access. They were acquired by Mirae Asset Global Investments in 2018.
Core Business Areas
- ETFs (Exchange Traded Funds): Offers a wide range of ETFs covering thematic investing (e.g., robotics, cloud computing), income strategies (e.g., dividend aristocrats, covered call), and international markets (e.g., China, emerging markets).
Leadership and Structure
Global X Funds is led by Luis Berruga as CEO. The company operates as a subsidiary of Mirae Asset Global Investments, a global asset management firm.
Top Products and Market Share
Key Offerings
- Global X Robotics & Artificial Intelligence ETF (BOTZ): Provides exposure to companies involved in robotics and artificial intelligence. Market share fluctuates with overall ETF flows. 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): Invests in the lithium battery cycle, from mining to battery production. Market share fluctuates with investor sentiment towards EV and battery technologies. Competitors include Amplify Lithium & Battery Technology ETF (BATT) and VanEck Green Metals ETF (GMET).
- Global X Nasdaq 100 Covered Call ETF (QYLD): Offers exposure to the Nasdaq 100 Index while generating income through covered call strategies. Market share fluctuates with investor demand for income-generating ETFs. Competitors include Global X S&P 500 Covered Call ETF (XYLD) and JPMorgan Equity Premium Income ETF (JEPI).
Market Dynamics
Industry Overview
The ETF industry is highly competitive and growing, with increasing demand for specialized thematic and income-generating products. Lower fees and increasing accessibility drive competition.
Positioning
Global X Funds is positioned as a provider of innovative and thematic ETFs. Their competitive advantage lies in their specialized product offerings and strong marketing capabilities.
Total Addressable Market (TAM)
The global ETF market is estimated to be worth trillions of dollars. Global X Funds is positioned to capture a share of this TAM through its thematic and specialized ETF offerings.
Upturn SWOT Analysis
Strengths
- Innovative product development
- Strong thematic focus
- Established brand recognition
- Distribution network through Mirae Asset
Weaknesses
- Reliance on thematic trends which can be volatile
- Higher expense ratios compared to some broad market ETFs
- Relatively smaller AUM compared to industry giants like BlackRock and Vanguard
Opportunities
- Growing demand for thematic ETFs
- Expansion into new markets and asset classes
- Partnerships with other financial institutions
- Increased adoption of ETFs by retail investors
Threats
- Increased competition from other ETF providers
- Market volatility impacting ETF performance
- Regulatory changes affecting the ETF industry
- Shifting investor preferences away from thematic investing
Competitors and Market Share
Key Competitors
- IVV
- VOO
- SPY
- QQQ
- ARKK
Competitive Landscape
Global X Funds faces intense competition in the ETF market. They differentiate themselves through specialized thematic ETFs, but must compete with larger players offering broader market exposure and lower fees. Global X's AUM is relatively smaller than the competition
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Global X Funds has experienced significant growth in AUM driven by the popularity of thematic ETFs and the overall growth of the ETF market.
Future Projections: Future growth is expected to be driven by continued demand for thematic investing and expansion into new product areas. Analyst estimates vary.
Recent Initiatives: Recent initiatives include the launch of new thematic ETFs (e.g., CleanTech, Metaverse), expansion into active ETFs, and strategic partnerships with fintech platforms.
Summary
Global X Funds is a specialized ETF provider with a strong focus on thematic investing. The company's innovative product development and established brand have contributed to its growth. However, it faces competition from larger ETF providers and must manage the risks associated with thematic investing. With the ETF market continuing to grow, Global X Funds is positioned to continue growing, assuming they keep launching innovative ETFs. The thematic focus is the key to their growth and market share.
Similar Companies
ARKK
ARK Innovation ETF
ARKK
ARK Innovation ETF
BATT
Amplify Lithium & Battery Technology ETF
BATT
Amplify Lithium & Battery Technology ETF
ROBO
Robo Global® Robotics and Automation Index ETF
ROBO
Robo Global® Robotics and Automation Index ETF
Sources and Disclaimers
Data Sources:
- Company Website
- ETF Database
- Morningstar
- SEC Filings
- Yahoo Finance
- Bloomberg
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share figures are 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.
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