Key stats
About Global X Lithium & Battery Tech ETF
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Inception date
Jul 22, 2010
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Global X Management Co. LLC
Distributor
SEI Investments Distribution Co.
LIT tracks a market-cap-weighted index of 20-40 companies involved in the global mining and exploration of lithium, or in lithium battery production. While the plain-vanilla fund gives broad exposure to the lithium industry, it manages to offer targeted, concentrated exposure with a micro-cap tilt. LIT is an excellent fit for investors looking for niche lithium exposure as an ETF. The index is reconstituted and rebalanced on an annual basis.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Producer Manufacturing
Process Industries
Non-Energy Minerals
Consumer Durables
Stocks97.95%
Producer Manufacturing41.65%
Process Industries26.92%
Non-Energy Minerals12.36%
Consumer Durables11.52%
Electronic Technology5.51%
Bonds, Cash & Other2.05%
Cash1.99%
Miscellaneous0.06%
Stock breakdown by region
Asia63.54%
North America20.10%
Oceania8.96%
Latin America5.93%
Europe1.47%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history