KRMA Global X Conscious Companies ETF

*Unless otherwise stated, data provided by FactSet.

KRMA Fund Description

KRMA tracks an equal-weighted index composed of U.S.-listed companies that exhibit environmental, social, and corporate governance (ESG) characteristics.

KRMA Factset Analytics Insight

KRMA tracks an equal-weighted index that focuses on ESG factors as they relate to the five stakeholders of a company: customers, employees, suppliers, stock and debt holders, and communities in which the company operates. Specifically, the index uses a multitude of information resources, public rankings, and proprietary models to score and rank companies that exhibit positive ESG characteristics such as employee productivity, customer loyalty, corporate governance, executive integrity, and quality of financial reporting, among a number of other categories. The final step in the process screens out companies that haven’t exhibited these ESG characteristics for three consecutive years. Minimum capitalization for KRMA is USD 2 billion, effectively screening out many small caps. The fund makes no claims to sector constraints. The Index undergoes annual reconstitution in October and quarterly rebalance starting each in January.

PERFORMANCE [as of 10/04/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
KRMA -2.84% -0.26% -21.13% -12.61% 8.69% 9.63% --
KRMA (NAV) -2.83% 0.04% -20.97% -12.48% 8.77% 9.71% --
MSCI USA IMI -3.02% 0.10% -20.18% -12.55% 10.27% 9.84% 11.96%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

KRMA Summary Data

Global X
07/11/16
Open-Ended Fund
0.43%
$602.87M
$216.61K
0.23%

KRMA Portfolio Data

$391.35B
19.25
3.97
1.33%
N/A
183

KRMA Index Data

Equal
Principles-based
MSCI USA IMI

KRMA Portfolio Management

0.43%
--
--
--

KRMA Tax Exposures

20.00% / 39.60%
0.04%
Qualified dividends
No

KRMA Fund Structure

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

KRMA Factset Analytics Block Liquidity

As of 10/05/22
5
4
3
2
1

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

KRMA Tradability

7,855
$216.61K
5,563
$157.08K
0.23%
$0.07
0.03%
1.22% / -1.93%
None
100.00%
50,000
0.11
0.05%
0.00%
62
$27.12
5

KRMA Sector/Industry Breakdown


KRMA
Segment Benchmark
20.26%
--
12.85%
--
12.21%
--
10.79%
--
8.25%
--
6.84%
--
4.82%
--
4.65%
--
3.16%
--
3.00%
--

KRMA Countries


KRMA
Segment Benchmark
99.52%
99.91%
0.48%
0.09%

KRMA Regions


KRMA
Segment Benchmark
100.00%
100.00%

KRMA Economic Development


KRMA
Segment Benchmark
100.00%
100.00%
0.00%
0.00%

KRMA Performance Statistics

0.99
0.97
1.00
0.97
0.16%
MSCI USA IMI

KRMA Benchmark Comparison Holdings

183
2595
180
46.10%

KRMA Benchmark Comparison Summary


KRMA
Segment Benchmark
183
2595
$391.35B
$455.87B
19.25
19.39
3.97
3.63
1.50%
1.52%
Low
Low

KRMA Benchmark Comparison Market Cap Size


KRMA
Segment Benchmark
94.41%
86.98%
5.10%
10.01%
0.47%
2.78%
0.00%
0.22%