KRMAGlobal X Conscious Companies ETF

Grow my money9y track recordRanked #1,057 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the Concinnity Conscious Companies Index.

By Global X Funds · Launched 2016

Annual Cost

0.43%

#2,147 of 5,562 · average

Fund Size

$120M

#2,760 of 5,562 · mid-size

Return (1Y)Goal

+23.7%

Track Record

9 years

#1,445 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,400+24.0%

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

Concinnity Conscious Companies Index

What it actually holds

By weight

Concentration

Top 10 holdings = 31.5% of fund✓ well diversified

NVIDIA CORPORATION

6.5%

APPLE INC.

6.1%

MICROSOFT CORPORATION

5.4%

ALPHABET INC.

4.6%

AMAZON.COM, INC.

2.9%

BROADCOM INC.

2.1%

META PLATFORMS, INC.

1.5%

TESLA, INC.

1.1%

REGENERON PHARMACEUTICALS, INC.

0.7%

CARDINAL HEALTH, INC.

0.7%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

44.6%

Financial Services

11.3%

Consumer Cyclical

10.7%

Communication

9.7%

Healthcare

8.6%

Industrials

5.5%

Consumer Defensive

3.4%

Energy

1.9%

Other

4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.7%Moderate

Year-on-year price swings

Max drawdown

-36.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.90Decent risk-adjusted returns

Sortino (3Y)

1.31Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the Concinnity Conscious Companies Index.
Strategy: Invests primarily in securities of the Concinnity Conscious Companies Index, which includes U.S. companies with market caps >$2 billion that operate sustainably. The Fund uses a replication strategy to match the Index's performance, with potential for representative sampling under certain conditions.
Inception date: July 11, 2016
Fund family: Global X Funds