Morningstar

Global X Dow 30 Covered Call ETF DJIA

Morningstar Medalist Rating
Medalist Rating as of | See Global X Investment Hub

Morningstar’s Analysis DJIA

Will DJIA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DJIA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DJIA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DJIA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Global X Dow 30 Covered Call ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DJIA

More DJIA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Goldman Sachs Group Inc

10.49 20M
Financial Services

Caterpillar Inc

9.67 18M
Industrials

Microsoft Corp

6.00 11M
Technology

Amgen Inc

4.77 9M
Healthcare

UnitedHealth Group Inc

4.27 8M
Healthcare

The Travelers Companies Inc

4.23 8M
Financial Services

Visa Inc Class A

4.21 8M
Financial Services

Alphabet Inc Class A

3.96 7M
Communication Services

JPMorgan Chase & Co

3.90 7M
Financial Services

Apple Inc

3.87 7M
Technology

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