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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 and more challenged holdings in the natural resources space. Strong contributors like CHRD, with healthy cash flow, low leverage, and supportive technical trends, and SM, with solid profitability and growth plans, help support the fund’s quality. However, holdings such as MOS and LBRT, which face revenue, profitability, and cash flow pressures, along with the fund’s concentration in energy and commodity-related names, add risk and likely hold back the overall rating.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Holdings Performing Well
Several of the largest positions, such as Hudbay Minerals, Boliden AB, Lundin Mining, and Fluence Energy, have delivered strong year-to-date results that support the fund’s overall performance.
Global Diversification in Resource Stocks
Holdings spread across the U.S., Canada, Japan, Australia, and several European markets help reduce the impact of weakness in any single country.
Negative Factors
Heavy Concentration in Materials and Energy
With most assets in the materials and energy sectors, the fund is highly sensitive to swings in commodity and resource markets.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning fees take a noticeable, ongoing bite out of returns compared with the cheapest ETFs.
Exposure to Underperforming Holding
Murphy Oil, one of the top positions, has shown weak year-to-date performance, which can drag on the fund if the stock continues to lag.

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

CCNR Summary

The CoreCommodity Natural Resources ETF (CCNR) is a fund that focuses on a natural resources theme instead of tracking a traditional index. It invests in companies tied to energy, metals, and agriculture from around the world, with a big tilt toward materials and energy stocks. Examples of holdings include Murphy Oil and Fluence Energy. Someone might invest in CCNR to diversify beyond regular stock market funds and to potentially benefit when commodity prices rise or during inflation. A key risk is that it can be very sensitive to swings in commodity prices and global economic conditions.
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 global energy and materials, and that’s where most of the action is. SM Energy, ENI, Liberty Energy, and Murphy Oil have been doing the heavy lifting lately, with rising share prices giving the fund a solid tailwind from the oil patch. Nutrien and Corteva add a steadier agricultural angle, helping smooth out some bumps. On the flip side, BHP has been choppy and Sumitomo Forestry is clearly lagging, which has taken a bit of shine off performance. Overall, this is a resource-heavy, globally diversified bet on commodities.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
1.98%$7.39M
Nutrien1.74%$6.50M$36.33B52.26%
SM Energy1.53%$5.72M$7.43B2.16%
72
Outperform
BHP Group Ltd1.43%$5.34MAU$255.89B52.57%
68
Neutral
Chord Energy1.23%$4.60M$8.08B26.24%
76
Outperform
Murphy Oil1.23%$4.59M$5.89B43.48%
68
Neutral
ENI S.p.A.1.19%$4.43M€72.68B73.21%
63
Neutral
1.18%$4.40M
Mosaic Co1.12%$4.17M$8.10B-3.66%
65
Neutral
Liberty Energy1.06%$3.94M$4.67B81.70%
69
Neutral

CCNR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.90
Positive
100DMA
35.65
Positive
200DMA
31.72
Positive
Market Momentum
MACD
0.24
Negative
RSI
57.27
Neutral
STOCH
86.43
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 39.06, equal to the 50-day MA of 38.90, and equal to the 200-day MA of 31.72, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 57.27 is Neutral, neither overbought nor oversold. The STOCH value of 86.43 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
$372.79M0.39%
60
Neutral
$984.09M0.75%
53
Neutral
$904.33M0.70%
59
Neutral
$812.08M0.55%
65
Neutral
$673.97M0.75%
58
Neutral
$110.29M0.44%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CCNR
CoreCommodity Natural Resources ETF
39.86
17.35
77.08%
ARKG
ARK Genomic Revolution ETF
BLOK
Amplify Transformational Data Sharing Etf
BKGI
BNY Mellon Global Infrastructure Income ETF
MGNR
American Beacon GLG Natural Resources ETF
TURF
T. Rowe Price Natural Resource 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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