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GURUGlobal X Guru Index ETF

Grow my money14y track recordRanked #2,175 of 3,055 in this goal

Seeks investment results that correspond generally to the price and yield performance of the Solactive Guru Index.

By Global X Funds · Launched 2012

Annual Cost

0.75%

#4,069 of 6,040 · expensive

Fund Size

$63M

#3,523 of 6,040 · mid-size

Return (1Y)

+14.8%

Track Record

14 years

#1,007 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,118+11.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Index tracking

Index tracked

Solactive Guru Index

Holdings

By weight

Concentration

Top 10 holdings = 16.0% of funddiversified

SANDISK CORPORATION
2.0%
BLOOM ENERGY CORPORATION
2.0%
LUMENTUM HOLDINGS INC.
1.7%
AVIS BUDGET GROUP, INC.
1.6%
CELESTICA INC.
1.5%
QUANTA SERVICES, INC.
1.5%
FIDELITY COLCHESTER STR TR MONEY MKT GOV PORT
1.5%
AMAZON.COM, INC.
1.4%
ALPHABET INC.
1.4%
BROADCOM INC.
1.4%

Asset allocation

Stocks
100.0%
Cash
0.0%

By sector

Healthcare
25.5%
Technology
23.8%
Industrials
11.6%
Financial Services
10.3%
Consumer Cyclical
10.0%
Communication
6.3%
Energy
4.0%
Consumer Defensive
3.9%
Other
4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.7%Moderate

Year-on-year price swings

Max drawdown
-38.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.01Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield performance of the Solactive Guru Index.
Strategy
Invests primarily in U.S. listed equity positions reported on Form 13F by hedge funds, holding at least 80% of total assets in the Solactive Guru Index securities. Uses a replication strategy to track the Underlying Index without attempting to outperform it.
Inception date
June 4, 2012
Fund family
Global X Funds

Next steps

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Data updated on 2026-09-18