COAL - ETF AI Analysis

Top Page

Range Global Coal Index ETF (COAL)

Rating:58Neutral

Price Target:―

The Range Global Coal Index ETF (COAL) has a mixed overall rating, reflecting both strong and weak contributions from its holdings. Whitehaven Coal Limited stands out as a key positive driver due to its robust financial health, revenue growth, and attractive valuation, which enhance the ETF's appeal. However, weaker holdings like Ramaco Resources and Peabody Energy, both facing significant financial challenges and bearish market trends, have likely held back the fund's rating. The ETF's concentration in the coal sector introduces risks tied to fluctuating coal prices and market conditions.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains over the past three months, indicating positive momentum.

Geographic Diversification

Exposure to multiple countries, including the USA, Australia, and the UK, helps reduce reliance on a single market.

Sector Focus on Materials and Energy

The ETF targets industries that are essential for global infrastructure and energy production, which can benefit from long-term demand.

Negative Factors

High Expense Ratio

The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.

Underperforming Holdings

Several top holdings, such as Yancoal Australia and Stanmore Resources, have lagged in performance this year, potentially dragging down returns.

Over-Concentration in Materials Sector

More than half of the ETF’s exposure is in the materials sector, increasing vulnerability to sector-specific risks.

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

AUM26.12M

RegionGlobal

Expense Ratio0.85%

Beta1.13

IssuerRange

Inception DateJan 23, 2024

Dividend YieldN/A

Asset ClassEquity

Index TrackedRange Global Coal Index - Benchmark TR Net

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume12,185

30 Day Avg. Volume26,726

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 TargetN/A

Price Target UpsideN/A

Rating ConsensusHold

Number of Analyst Covering23

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

COAL Summary

The Range Global Coal Index ETF (ticker: COAL) is an investment fund focused on companies in the coal industry, which is a key part of global energy production. It includes businesses like Warrior Met Coal and Peabody Energy, giving investors exposure to the materials and energy sectors. This ETF might appeal to those looking to diversify their portfolio with traditional fossil fuel investments or benefit from potential growth tied to global energy demand. However, new investors should be aware that the coal industry can be volatile and heavily influenced by energy market trends and environmental policies.

How much will it cost me?The Range Global Coal Index ETF (COAL) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized niche in the energy sector, which requires more research and management effort.

What would affect this ETF?The Range Global Coal Index ETF (COAL) could benefit from rising global energy demand and higher coal prices, especially as developing countries continue to rely on coal for power generation. However, stricter environmental regulations, the global shift toward renewable energy, and potential economic slowdowns could negatively impact coal-related companies and the ETF's performance.

COAL Top 10 Holdings

The Range Global Coal Index ETF (COAL) is heavily concentrated in the materials and energy sectors, with global exposure to coal-related companies. Warrior Met Coal has been a rising star, buoyed by strong earnings and operational achievements, while Peabody Energy shows mixed signals with recent gains but lingering financial challenges. On the flip side, Yancoal Australia and Alpha Metallurgical Resources are lagging, weighed down by declining revenues and market uncertainties. The fund’s focus on traditional fossil fuels makes it sensitive to coal price fluctuations, creating a dynamic but volatile investment landscape.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
HCC	Warrior Met Coal	12.75%	$3.37M	$4.60B	59.17%	69 Neutral
AMR	Alpha Metallurgical Resources	10.81%	$2.86M	$2.68B	3.38%	59 Neutral
WHC	Whitehaven Coal Limited	9.61%	$2.54M	AU$6.42B	37.64%	77 Outperform
YAL	Yancoal Australia	8.18%	$2.16M	AU$6.62B	-15.32%	73 Outperform
BTU	Peabody Energy Comm	6.50%	$1.72M	$3.75B	49.64%	61 Neutral
SMR	Stanmore Resources Ltd	5.57%	$1.47M	AU$2.15B	-20.13%	66 Neutral
GLEN	Glencore	4.55%	$1.20M	£45.66B	10.38%	68 Neutral
NRP	Natural Resource PRN	4.38%	$1.16M	$1.35B	-1.50%	67 Neutral
ARLP	Alliance Resource	4.37%	$1.16M	$2.99B	-9.27%	72 Outperform
BHP	BHP Group	4.08%	$1.08M	$149.31B	20.57%	73 Outperform

COAL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

22.58

Positive

100DMA

21.82

Positive

200DMA

19.71

Positive

Market Momentum

MACD

0.18

Negative

RSI

60.72

Neutral

STOCH

48.44

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For COAL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.28, equal to the 50-day MA of 22.58, and equal to the 200-day MA of 19.71, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 60.72 is Neutral, neither overbought nor oversold. The STOCH value of 48.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for COAL.

COAL Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
COAL	―	―	$26.12M	0.85%	―
AGIX	―	―	$99.66M	0.99%	―
KNCT	―	―	$98.01M	0.40%	―
FCLD	―	―	$95.30M	0.39%	―
NBET	―	―	$28.06M	0.65%	―
NVIR	―	―	$4.03M	0.85%	―

Performance Comparison

COAL

Range Global Coal Index ETF

23.25

2.67

12.97%

AGIX

KraneShares Artificial Intelligence & Technology ETF

―

KNCT

Invesco Next Gen Connectivity Etf

―

FCLD

Fidelity Cloud Computing ETF

―

NBET

Neuberger Berman Energy Transition & Infrastructure Etf

―

NVIR

Horizon Kinetics Energy and Remediation 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: ―

Table of Contents