GURU
Global X Guru Index ETFGURU Fund Description
GURU tracks an equal-weighted index that attempts to mimic concentrated equity positions taken by large hedge funds, as reported in public filings.
GURU Factset Analytics Insight
GURU selects firms using a copycat approach, piggybacking on accomplished stock-pickers. The fund's index looks at published holdings of large hedge funds, focusing on those with concentrated stakes in US-listed securities. Securities selected in this manner are equally weighted. GURU's free-riding method is intuitive and transparent, but basing a portfolio on lagged quarterly snapshots of notoriously nimble hedge funds seems like a tough way to make a living. However, the fund found huge success since its June 2012 launch, with AUM swelling on strong inflows and rock-star 2013 returns. Returns cooled in 2014, but not before issuer Global X launched similar funds riding GURU's success: GURX and GURI, which compete in the small cap and international markets, respectively. Here, GURU competes directly with ALFA. The fund charges a high fee but can be traded without excessive cost.
GURU MSCI ESG Analytics Insight
Global X Guru Index ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.56 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 Guru Index ETF ranks in the 30th percentile within its peer group and in the 16th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
GURU MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
GURU Charts And Performance
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GURU Summary Data
GURU Portfolio Data
GURU Index Data
GURU Portfolio Management
GURU Tax Exposures
GURU Fund Structure
GURU Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of GURU. GURU is rated a 5 out of 5.
GURU Tradability
GURU Sector/Industry Breakdown
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GURU Top 10 Holdings[View All]
GURU Countries
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GURU Regions
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GURU Economic Development
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GURU Performance Statistics
GURU MSCI ESG Ratings
GURU Benchmark Comparison Summary
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GURU Benchmark Comparison Market Cap Size
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.