KRMA - ETF AI Analysis

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Global X Conscious Companies ETF (KRMA)

Rating:74Outperform

Price Target:―

KRMA’s rating suggests it is a solid, higher-quality ETF, helped most by large positions in companies like Alphabet, Apple, Microsoft, and Nvidia, which all show strong financial performance and promising growth in areas like AI, cloud, and services. These strengths are slightly offset by holdings such as Amazon, Tesla, and Teradyne, where high valuations, technical weakness, or operational challenges introduce some uncertainty. The main risk factor is the fund’s heavy tilt toward large technology and AI-focused companies, which can make performance more sensitive to that sector’s ups and downs.

Positive Factors

Exposure to Leading Tech Companies

The ETF’s top holdings include several well-known technology leaders, which can benefit if the tech sector continues to grow over time.

Broad Sector Diversification

Holdings spread across many sectors, including technology, financials, consumer, health care, and others, help reduce the impact of weakness in any single industry.

Focused U.S. Market Exposure

With almost all assets in U.S. companies, the fund offers a clear and simple way to invest in the U.S. stock market.

Negative Factors

Recent Weak Performance

The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.

Heavy Tilt Toward Technology

A large share of the portfolio is in the technology sector, which increases the fund’s sensitivity to swings in tech stocks.

Above-Average Expense Ratio

The fund’s expense ratio is higher than many low-cost index ETFs, meaning more of the return is used to cover fees.

KRMA vs. SPDR S&P 500 ETF (SPY)

AUM108.04M

RegionNorth America

Expense Ratio0.43%

Beta0.96

IssuerGlobal X

Inception DateJul 11, 2016

Dividend Yield2.66%

Asset ClassEquity

Index TrackedConcinnity Conscious Companies Index GTR Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume3,932

30 Day Avg. Volume23,726

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

52.12

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering143

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

KRMA Summary

KRMA is the Global X Conscious Companies ETF, which follows the Concinnity Conscious Companies Index. It invests mainly in U.S. stocks across many sectors, with a strong tilt toward technology. The fund focuses on companies that aim to act responsibly on environmental, social, and governance (ESG) issues. Well-known holdings include Nvidia and Apple. Someone might invest in KRMA to get broad stock market exposure while trying to align their money with their values. A key risk is that it is heavily invested in tech stocks, so its price can swing up and down more than the overall market.

How much will it cost me?The Global X Conscious Companies ETF (KRMA) has an expense ratio of 0.43%, which means you’ll pay $4.30 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to focus on companies with strong ESG practices. The higher cost reflects the additional research and selection involved in maintaining this socially conscious portfolio.

What would affect this ETF?KRMA's focus on companies with strong ESG practices could benefit from growing investor interest in sustainability and ethical investing, especially as regulations and consumer preferences increasingly favor environmentally and socially responsible businesses. However, its heavy exposure to the technology sector and top holdings like Nvidia, Microsoft, and Apple makes it vulnerable to potential downturns in tech, such as rising interest rates or slowing innovation, which could negatively impact performance. Additionally, its U.S.-centric portfolio may face risks tied to domestic economic conditions or regulatory changes.

KRMA Top 10 Holdings

KRMA may wear an ESG label, but under the hood it’s powered by U.S. Big Tech and chip names. Nvidia is doing much of the heavy lifting with rising momentum, while Apple has perked up recently after a softer stretch. Alphabet and Meta look steadier, helping to balance the ride, but Microsoft and Amazon have been losing a bit of steam and can tug on returns when sentiment turns against mega-cap tech. With most of the story tied to U.S. technology, the fund’s performance is closely hitched to the fortunes of a handful of digital heavyweights.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVDA	Nvidia	6.84%	$7.41M	$4.38T	48.15%	76 Outperform
AAPL	Apple	5.60%	$6.07M	$3.67T	17.16%	79 Outperform
GOOGL	Alphabet Class A	4.65%	$5.04M	$3.65T	82.66%	85 Outperform
MSFT	Microsoft	4.37%	$4.74M	$2.94T	1.80%	79 Outperform
AMZN	Amazon	2.69%	$2.91M	$2.23T	4.91%	71 Outperform
AVGO	Broadcom	1.71%	$1.85M	$1.53T	64.75%	76 Outperform
META	Meta Platforms	1.44%	$1.56M	$1.55T	1.00%	76 Outperform
TSLA	Tesla	1.04%	$1.13M	$1.47T	56.49%	73 Outperform
KEYS	Keysight Technologies	0.73%	$792.07K	$47.98B	84.03%	77 Outperform
DELL	Dell Technologies	0.71%	$774.73K	$100.48B	58.48%	65 Neutral

KRMA Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

43.53

Negative

100DMA

43.26

Negative

200DMA

41.88

Positive

Market Momentum

MACD

-0.32

Positive

RSI

33.79

Neutral

STOCH

23.96

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KRMA, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 43.16, equal to the 50-day MA of 43.53, and equal to the 200-day MA of 41.88, indicating a neutral trend. The MACD of -0.32 indicates Positive momentum. The RSI at 33.79 is Neutral, neither overbought nor oversold. The STOCH value of 23.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for KRMA.

KRMA Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
KRMA	―	―	$108.04M	0.43%	74 Outperform
ULTY	―	―	$926.45M	1.30%	60 Neutral
SYLD	―	―	$895.84M	0.59%	69 Neutral
AUSF	―	―	$828.08M	0.27%	71 Outperform
HLAL	―	―	$739.53M	0.50%	76 Outperform
PFM	―	―	$734.81M	0.52%	73 Outperform

Performance Comparison

KRMA

Global X Conscious Companies ETF

42.34

5.61

15.27%

ULTY

YieldMax Ultra Option Income Strategy ETF

―

SYLD

Cambria Shareholder Yield ETF

―

AUSF

Global X Adaptive U.S. Factor ETF

―

HLAL

Wahed FTSE USA Shariah ETF

―

PFM

Invesco Dividend Achievers ETF

―

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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