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CPTLGlobal X Morningstar Capital Allocation Leaders ETF

Grow my money

Tracks the Morningstar US Capital Allocation Leaders Index.

Annual Cost

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Fund Size

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Return (1Y)

N/A

Track Record

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What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Index tracked

Morningstar US Capital Allocation Leaders Index

Holdings

By weight

Concentration

Top 10 holdings = 28.9% of funddiversified

NVIDIA CORPORATION
6.4%
APPLE INC.
5.6%
ALPHABET INC.
4.6%
MICROSOFT CORPORATION
4.1%
AMAZON.COM, INC.
2.6%
BROADCOM INC.
1.6%
META PLATFORMS, INC.
1.4%
TESLA, INC.
1.0%
KEYSIGHT TECHNOLOGIES, INC.
0.8%
TERADYNE, INC.
0.7%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Technology
35.9%
Financial Services
12.6%
Consumer Cyclical
12.2%
Healthcare
8.3%
Industrials
8.0%
Consumer Defensive
6.2%
Communication
6.0%
Energy
5.7%
Other
5.2%

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the Morningstar US Capital Allocation Leaders Index.
Strategy
Invests at least 80% of total assets in securities of the Morningstar US Capital Allocation Leaders Index, which targets large- and mid-cap companies with strong capital allocation practices. Aims to correspond to the index's price and yield performance.

Next steps

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Data updated on 2026-09-16