XCLR
Global X S&P 500 Collar 95-110 ETFXCLR Fund Description
XCLR tracks an index that invests in S&P 500 stocks while employing an options collar strategy. The collar involves buying 5% puts and selling 10% calls out-of-the-money on the S&P 500 Index.
XCLR Factset Analytics Insight
XCLR is a passively managed ETF that holds US large-cap stocks from the S&P 500 Index while using an options collar strategy to manage risks. Quarterly, the fund takes long positions in put options 5% below the market price and takes short positions in call options with a strike price at 10% above the market price of the S&P 500 Index. If strike prices for the options are unavailable, the fund will select the put option with the strike price closest to but more than 5% below the market price, and call options with the price closest to but more than 10% above the market price of S&P 500. Each option position will be held until its expiration after three months. The term "95-110" refers to the value in percentage of the S&P 500 Index when the put options (95%) and call options (110%) were purchased.
XCLR MSCI ESG Analytics Insight
Global X S&P 500 Collar 95-110 ETF has an MSCI ESG Fund Rating of undefined based on a score of 6.26 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 S&P 500 Collar 95-110 ETF ranks in the 47th percentile within its peer group and in the 53th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
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XCLR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XCLR. XCLR is rated a N/A out of 5.
XCLR Tradability
XCLR Top 10 Holdings[View All]
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XCLR Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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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.