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CCNR - ETF AI Analysis

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CCNR

CoreCommodity Natural Resources ETF (CCNR)

Rating:60Neutral
Price Target:
CCNR, the CoreCommodity Natural Resources ETF, has a solid but not top-tier rating, reflecting a mix of strong commodity-related holdings and some areas of caution. High-quality names like INPEX, Boliden, Kubota, and BHP support the fund through strong financial performance, reasonable valuations, and in several cases attractive dividends, though some show short-term technical weakness or profitability challenges. The main risk is that many holdings are tied to natural resources and commodities, which can be volatile and sensitive to global demand, prices, and leverage levels, slightly holding back the overall rating.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its natural resources strategy.
Healthy Top Holdings Performance
Several of the largest positions, including energy and agriculture-related companies, have posted strong results, helping support the fund’s overall returns.
Global Diversification Across Countries and Sectors
Holdings spread across multiple countries and a mix of energy, materials, consumer defensive, and utilities sectors help reduce reliance on any single market or industry.
Negative Factors
Recent Short-Term Weakness
The ETF has shown weak performance over the last one and three months, which may signal near-term volatility or pressure on commodity-related stocks.
Heavy Exposure to Cyclical Commodity Sectors
Large weights in energy and materials mean the fund is highly sensitive to swings in commodity prices and global economic cycles.
Mixed Results Among Top Holdings
A few key positions, such as certain materials and food companies, have delivered weak or lagging performance, which can drag on the fund’s overall returns.

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

CCNR Summary

CoreCommodity Natural Resources ETF (CCNR) is a fund that focuses on the theme of natural resources rather than tracking a specific index. It invests in companies tied to energy, metals, and agriculture across the globe, giving you exposure to the materials that power the world’s economy. Well-known holdings include BHP Group and Tyson Foods. An investor might choose CCNR to diversify beyond regular stock market sectors and potentially benefit when commodity prices rise or inflation picks up. A key risk is that natural resource prices can be very volatile, so the value of the ETF can go up and down sharply.
How much will it cost me?The CoreCommodity Natural Resources ETF (CCNR) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund is actively managed to provide specialized exposure to the natural resources sector. Active management often involves higher costs due to the research and strategy required.
What would affect this ETF?The CoreCommodity Natural Resources ETF (CCNR) could benefit from rising global demand for materials and energy as economies grow and infrastructure projects expand, especially in emerging markets. However, it may face challenges from fluctuating commodity prices, regulatory changes in mining and energy sectors, or a slowdown in global economic growth, which could reduce demand for natural resources. Additionally, shifts in energy policies toward renewables might impact traditional energy holdings within the ETF.

CCNR Top 10 Holdings

CCNR is leaning hard into the global natural resources story, with miners like BHP and Boliden doing much of the heavy lifting as they’ve been steadily rising and helping the fund’s materials sleeve. On the energy side, names like SM Energy and EOG Resources have had a strong run over the year but are currently losing a bit of momentum, while INPEX has been clearly lagging and acting as a drag. First Solar adds a cleaner-energy twist with mixed but generally supportive performance, keeping this globally diversified, resource-heavy ETF tightly tied to commodity cycles.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
INPEX1.36%$5.86M¥4.33T65.05%
79
Outperform
Kubota1.23%$5.32M¥3.15T56.22%
76
Outperform
1.22%$5.28M
Boliden AB1.16%$5.01Mkr141.06B54.24%
72
Outperform
BHP Group Ltd1.16%$5.00MAU$303.62B53.20%
68
Neutral
SM Energy1.13%$4.87M$7.96B21.09%
72
Outperform
Archer Daniels Midland1.09%$4.73M$42.08B55.58%
64
Neutral
Tyson Foods1.07%$4.62M$19.69B5.09%
69
Neutral
Corteva1.07%$4.61M$59.21B19.80%
75
Outperform
Baytex Energy0.94%$4.05MC$4.49B105.14%
75
Outperform

CCNR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
39.26
Negative
100DMA
39.61
Negative
200DMA
36.62
Positive
Market Momentum
MACD
-0.21
Negative
RSI
52.61
Neutral
STOCH
83.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CCNR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.50, equal to the 50-day MA of 39.26, and equal to the 200-day MA of 36.62, indicating a neutral trend. The MACD of -0.21 indicates Negative momentum. The RSI at 52.61 is Neutral, neither overbought nor oversold. The STOCH value of 83.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CCNR.

CCNR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$466.69M0.39%
60
Neutral
$738.82M0.45%
59
Neutral
$465.75M0.58%
62
Neutral
$408.33M0.85%
55
Neutral
$296.37M0.44%
60
Neutral
$296.32M0.75%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CCNR
CoreCommodity Natural Resources ETF
38.38
12.01
45.54%
AGIX
KraneShares Artificial Intelligence & Technology ETF
ALAI
Alger AI Enablers & Adopters ETF
BITQ
Bitwise Crypto Industry Innovators ETF
TURF
T. Rowe Price Natural Resource ETF
ILDR
First Trust Innovation Leaders 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.
DisclaimerThis 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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