AUSF – Global X Adaptive US Factor ETF – ETF Stock Quote | Morningstar

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Will AUSF outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the AUSF 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 AUSF’s parent organization’s priorities and whether they’re in line with investors’ interests.

Global X Adaptive US Factor ETF retains its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Jul 31, 2024 Published on Jul 31, 2024

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Current Portfolio Date Sep 26, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 17.4

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
International Business Machines Corp	2.32	7.2 Mil	Technology
Verizon Communications Inc	2.06	6.4 Mil	Communication Services
AT&T Inc	1.94	6.0 Mil	Communication Services
T-Mobile US Inc	1.66	5.1 Mil	Communication Services
RTX Corp	1.65	5.1 Mil	Industrials
Walmart Inc	1.63	5.0 Mil	Consumer Defensive
Lockheed Martin Corp	1.63	5.0 Mil	Industrials
Juniper Networks Inc	1.52	4.7 Mil	Technology
Berkshire Hathaway Inc Class B	1.52	4.7 Mil	Financial Services
Johnson & Johnson	1.49	4.6 Mil	Healthcare

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