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GURU - ETF AI Analysis
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Global X Guru Index ETF (GURU)
Rating:70Outperform
Price Target:
$67.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall performance.
Sector Diversification
The fund is spread across multiple sectors, including Health Care, Technology, and Consumer Cyclical, reducing reliance on any single industry.
Top Holdings with Strong Gains
Several top holdings, such as Celestica and Alibaba, have shown strong year-to-date performance, contributing positively to the fund.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Geographic Over-Concentration
The fund is heavily concentrated in U.S. companies, with minimal exposure to international markets, limiting global diversification.
Underperforming Holdings
Some top holdings, such as Tesla and Alphabet, have shown weaker year-to-date performance, which could weigh on the fund's future returns.
GURU vs. SPDR S&P 500 ETF (SPY)
AUM56.44M
RegionNorth America
Expense Ratio0.75%
Beta1.00
IssuerGlobal X
Inception DateJun 04, 2012
Dividend Yield0.15%
Asset ClassEquity
Index TrackedSolactive Guru Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume998
30 Day Avg. Volume1,315
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
71.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering80
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GURU Summary
The Global X Guru Index ETF (Ticker: GURU) is designed to follow the Solactive Guru Index, which replicates the stock picks of top hedge fund managers based on their public filings. It includes companies from various sectors, such as Tesla and Alphabet (Google), giving investors exposure to a wide range of industries like technology, healthcare, and consumer goods. This ETF is a great choice for those looking to diversify their portfolio and benefit from expert-driven investment strategies. However, new investors should be aware that its performance can fluctuate with the overall market and the success of the hedge funds it mirrors.
How much will it cost me?The Global X Guru Index ETF (Ticker: GURU) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, aiming to replicate the strategies of top hedge fund managers rather than passively tracking a broad market index.
What would affect this ETF?The Global X Guru Index ETF (GURU) could benefit from positive trends in sectors like Health Care and Technology, which are heavily weighted in its portfolio and often driven by innovation and consumer demand. However, economic uncertainty, rising interest rates, or regulatory changes affecting hedge fund strategies could negatively impact the ETF's performance, as it relies on replicating hedge fund holdings primarily focused on U.S. markets. Investors should also consider the potential volatility in top holdings like Tesla and Alibaba, which are sensitive to global market conditions and sector-specific challenges.
GURU Top 10 Holdings
The Global X Guru Index ETF (GURU) leans heavily into healthcare and technology, with names like United Therapeutics and Alphabet driving steady performance thanks to strong revenue growth and promising innovations in AI and cloud services. However, AppLovin and Warner Bros are holding the fund back, with AppLovin facing valuation concerns and Warner Bros grappling with operational inefficiencies. Tesla, while showing some positive momentum, remains a mixed bag due to high expectations and regulatory hurdles. Overall, the ETF’s U.S.-centric portfolio reflects a broad market approach but is notably concentrated in high-growth sectors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Warner Bros | 2.19% | $1.24M | $55.95B | 175.27% | 69 Neutral | |
| Celestica | 2.08% | $1.18M | $38.56B | 343.99% | 73 Outperform | |
| NewAmsterdam Pharma Company | 1.72% | $971.62K | $4.11B | 90.76% | 58 Neutral | |
| Arcutis Biotherapeutics | 1.71% | $965.07K | $2.94B | 158.17% | 59 Neutral | |
| AppLovin | 1.68% | $948.21K | $205.89B | 268.49% | 69 Neutral | |
| Tesla | 1.65% | $932.52K | $1.48T | 76.69% | 73 Outperform | |
| United Therapeutics | 1.63% | $922.06K | $18.83B | 14.25% | 79 Outperform | |
| Snowflake | 1.62% | $916.22K | $89.92B | 127.83% | 69 Neutral | |
| PTC Therapeutics | 1.62% | $916.04K | $5.38B | 65.70% | 64 Neutral | |
| Alphabet Class A | 1.62% | $915.85K | $3.35T | 63.51% | 80 Outperform |
GURU Technical Analysis
Positive
―
Price Trends
59.75
Positive
57.15
Positive
53.66
Positive
Market Momentum
0.50
Positive
53.38
Neutral
57.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GURU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.49, equal to the 50-day MA of 59.75, and equal to the 200-day MA of 53.66, indicating a bullish trend. The MACD of 0.50 indicates Positive momentum. The RSI at 53.38 is Neutral, neither overbought nor oversold. The STOCH value of 57.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GURU.
GURU Peer Comparison
Comparison Results
Performance Comparison
GURU
Global X Guru Index ETF
60.74
9.85
19.36%
YALL
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BAMD
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LCAP
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STNC
Stance Equity ESG Large Cap Core ETF
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DVOL
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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