BFIT

Global X Health & Wellness Thematic ETF
*Unless otherwise stated, data provided by FactSet.

BFIT Fund Description

BFIT invests in companies whose revenue or main business purpose is encompassed by a cross- sector definition of health and wellness. Equities in this fund come from developed countries.

BFIT Factset Analytics Insight

The Global X Health & Wellness ETF tracks an index of equities from companies who promote physical well- being. The selection universe includes small, mid, and large cap companies from developed countries who earn the majority of their revenue or whose stated business objective relates to good physical health. “Health and wellness” crosses the sector boundaries found in traditional classification systems to include nutrition and weight loss, nutritional supplements, and fitness equipment and apparel among others. BFIT has a high expense ratio in comparison to others in the segment and, being a health and wellness fund, has a very different investment strategy than others in this segment. Hence, this fund is not expected to align with the segment benchmark.

BFIT MSCI ESG Analytics Insight

Global X Health & Wellness Thematic ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.15 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Global X Health & Wellness Thematic ETF ranks in the 42nd percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

BFIT Charts And Performance

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Select ETFs to compare their performance:
PERFORMANCE [as of 04/01/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BFIT -19.65% -31.57% -31.57% -24.29% 0.57% -- --
BFIT (NAV) -18.80% -30.65% -30.65% -22.84% 1.32% -- --
Indxx Global Health & Wellness Thematic Index -15.15% -27.48% -27.48% -18.90% 3.42% 1.16% --
MSCI World IMI -17.53% -25.24% -25.24% -16.35% -0.16% 2.06% 5.97%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BFIT Summary Data

Mirae Asset
Global X
05/09/16
Open-Ended Fund
0.50%
$16.54M
$268.06K
0.48%

BFIT Portfolio Data

$15.51B
28.62
3.20
0.79%
06/29/20
57

BFIT Index Data

Market Cap
Market Cap
MSCI World IMI

BFIT Portfolio Management

0.50%
-0.65%
5.19%
-8.34%

BFIT Tax Exposures

20.00% / 39.60%
0.76%
Qualified dividends
No

BFIT Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

BFIT Factset Analytics Block Liquidity

As of 04/02/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of BFIT. BFIT is rated a 4 out of 5.

BFIT Tradability

14,075
$268.06K
2,553
$46.06K
0.48%
$0.08
0.20%
1.74% / -2.76%
None
52.00%
50,000
0.05
0.13%
0.14%
0
$15.07
4

BFIT Sector/Industry Breakdown


BFIT
Segment Benchmark
67.27%
12.52%
20.39%
7.86%
10.27%
12.74%
1.21%
12.08%
0.85%
20.84%

BFIT Top 10 Holdings[View All]

DexCom, Inc. 8.49%
4.45%
4.20%
3.83%
3.65%
3.55%
3.41%
3.17%
42.82%

BFIT Countries


BFIT
Segment Benchmark
44.42%
63.99%
14.68%
8.31%
9.77%
1.07%
7.49%
2.69%
6.30%
--
5.90%
5.25%
2.88%
3.30%
2.10%
3.37%
1.91%
0.11%
1.82%
--

BFIT Regions


BFIT
Segment Benchmark
46.52%
67.37%
33.02%
12.26%
20.47%
20.18%
--
0.20%

BFIT Economic Development


BFIT
Segment Benchmark
100.00%
100.00%

BFIT Performance Statistics

0.02
0.14
-0.37
0.22
2.14%
MSCI World IMI

BFIT MSCI ESG Ratings

5.15 / 10
56.98
42.06
--
9.31%
35.06

BFIT Benchmark Comparison Holdings

57
5902
48
0.80%

BFIT Benchmark Comparison Summary


BFIT
Segment Benchmark
57
5902
$15.51B
$182.52B
28.62
21.40
3.20
2.28
1.38%
2.40%
Medium
Low

BFIT Benchmark Comparison Market Cap Size


BFIT
Segment Benchmark
31.26%
77.84%
42.05%
16.33%
25.61%
5.14%
1.07%
0.69%