CPTL — Global X Morningstar Capital Allocation Leaders ETF
Global X Morningstar Capital Allocation Leaders ETF (CPTL)
CPTL pays a 0.69% distribution rate, semi-annual, on a 0.35% expense ratio. Its Distribution Safety Score™ is 70 (Generally safe), giving a Safety-Adjusted Yield of 0.48%. Total return is 271.7% over the past 10.1 years, 52.3 points behind SPY at 324.0%. Its deepest 1-year drawdown was 8.6%.
Launched July 11, 2016 as the Global X Conscious Companies ETF under the ticker KRMA. On July 22, 2026 Global X changed the ticker to CPTL and renamed the fund the Global X Morningstar Capital Allocation Leaders ETF, tracking the Morningstar US Capital Allocation Leaders Index. Same fund and same track record — the symbol, name, and index changed. See KRMA for the fund's history under its former symbol.
CPTL key facts
- Distribution Safety Score™
- 70 · Generally safe
- Safety-Adjusted Yield
- 0.48%
- Issuer
- Global X
- Asset type
- ETF
- Asset class
- Equity
- Inception date
- 07/12/2016
- Expense ratio
- 0.35%
- Distribution rate
- 0.69%
- Distribution frequency
- Semi-Annual
- Trailing yield
- 2.29%
- 30-day SEC yield
- 0.85%
- Last close
- $49.55
- AUM
- $114,293,926
- Average volume
- 1067.0
- Last dividend
- $0.1708
- Ex-dividend date
- 06/29/2026
- Payment date
- 07/02/2026
- Beta
- 1.0
- P/E ratio
- 28.0559
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