SHLD – Global X Defense Tech ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Global X Defense Tech Index. The fund invests at least 80% of its net assets, plus borrowings for investment purposes (if any), in the securities of the Global X Defense Tech Index, which may include common stocks, American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is owned and was developed by Global X Management Company LLC, an affiliate of the fund and the fund's investment adviser. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SHLD	Global X Defense Tech ETF	ETF	Open		—	Sep 11, 2023	$6.43B	0.500%	—	—	$2.64B
SHLD	Global X Defense Tech ETF	ETF	Open	—	—	Sep 11, 2023	—	0.500%	—	—	—

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