BOSS

Global X Founder-Run Companies ETF
*Unless otherwise stated, data provided by FactSet.

BOSS Fund Description

BOSS tracks an equal-weighted selection of the 100 largest US companies by market-cap with a founder or co-founder currently serving as Chief Executive Officer.

BOSS Factset Analytics Insight

BOSS seeks to invest in US companies that have a founder currently serving as Chief Executive Officer. The equally weighted underlying index is comprised of the 100 largest eligible companies by market-cap. Global X describes the fund’s investment thesis as capitalizing upon the sense of commitment that a founder feels towards a company and the positive traits that a founder must exhibit in order to grow a new business. Thus, an investment in BOSS is a vote for a particular management structure, rather than a fundamental, technical or sector bet. The fund is rebalanced annually.

PERFORMANCE [as of 06/24/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BOSS 5.07% -18.09% -28.06% -30.02% 7.94% 10.00% --
BOSS (NAV) 5.05% -17.99% -27.79% -29.83% 8.00% 10.02% --
Solactive U.S. Founder-Run Companies Index 5.09% -17.91% -27.64% -29.56% 8.50% -- --
MSCI USA IMI -0.34% -13.68% -18.39% -10.19% 11.27% 11.38% 13.29%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BOSS Summary Data

Global X
02/13/17
Open-Ended Fund
0.45%
$8.96M
$60.61K
0.26%

BOSS Portfolio Data

$42.64B
39.55
3.51
0.25%
N/A
98

BOSS Index Data

Equal
Principles-based
MSCI USA IMI

BOSS Portfolio Management

0.45%
-0.51%
-0.24%
-0.99%

BOSS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

BOSS Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

BOSS Factset Analytics Block Liquidity

As of 06/27/22
5
4
3
2
1

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

BOSS Tradability

2,462
$60.61K
871
$20.60K
0.26%
$0.06
-0.04%
0.34% / -2.97%
None
91.00%
50,000
0.02
0.02%
0.01%
0
$24.53
4

BOSS Sector/Industry Breakdown


BOSS
Segment Benchmark
33.61%
--
23.92%
--
11.77%
--
6.35%
--
3.17%
--
3.10%
--
2.98%
--
2.83%
--
2.23%
--
2.07%
--

BOSS Countries


BOSS
Segment Benchmark
100.00%
99.92%
--
0.08%

BOSS Regions


BOSS
Segment Benchmark
100.00%
100.00%

BOSS Economic Development


BOSS
Segment Benchmark
100.00%
100.00%

BOSS Performance Statistics

0.83
1.34
1.46
1.28
0.93%
MSCI USA IMI

BOSS Benchmark Comparison Holdings

98
2541
93
7.64%

BOSS Benchmark Comparison Summary


BOSS
Segment Benchmark
98
2541
$42.64B
$473.33B
39.55
22.41
3.51
3.87
0.97%
1.42%
Low
Low

BOSS Benchmark Comparison Market Cap Size


BOSS
Segment Benchmark
52.81%
87.51%
45.23%
9.67%
1.96%
2.60%
0.00%
0.22%