GXLCGlobal X U.S. 500 ETF

Grow my moneyRanked #2,955 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Solactive GBS United States 500 Index.

Annual Cost

—

#5,562 of 5,562 · expensive

Fund Size

—

#5,562 of 5,562 · small

Return (1Y)Goal

N/A

Track Record

—

#5,562 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,305+13.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

Solactive GBS United States 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 38.8% of fund✓ well diversified

NVIDIA CORPORATION

7.0%

APPLE INC.

6.8%

MICROSOFT CORPORATION

6.1%

AMAZON.COM, INC.

3.8%

BROADCOM INC.

3.2%

ALPHABET INC.

3.1%

ALPHABET INC.

2.7%

META PLATFORMS, INC.

2.4%

TESLA, INC.

2.1%

ELI LILLY AND COMPANY

1.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-9.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the Solactive GBS United States 500 Index.
Strategy: Invests primarily in securities of the Solactive GBS United States 500 Index, holding at least 80% of net assets in these securities. Uses representative sampling to achieve investment results that correspond to the Index's performance, which includes large-cap U.S. stocks.