GURUGlobal X Guru Index ETF
GURU 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 nimble hedge funds also comes with difficulties. The index is reconstituted annually and rebalanced quarterly.
GURU MSCI ESG Analytics Insight
Global X Guru Index ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.93 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 29th percentile within its peer group and in the 23th 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 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 Sector/Industry Breakdown
GURU Top 10 Holdings[View All]
GURU Economic Development
GURU Performance Statistics
GURU MSCI ESG Ratings
GURU Benchmark Comparison Summary
GURU Benchmark Comparison Market Cap Size