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CSNR - ETF AI Analysis

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CSNR

Cohen & Steers Natural Resources Active ETF (CSNR)

Rating:60Neutral
Price Target:
CSNR’s overall rating suggests it is a solid but not top-tier natural resources ETF, reflecting both strengths and some notable risks. Strong holdings like Exxon Mobil, Suncor Energy, TotalEnergies, and Franco-Nevada support the fund with solid financial health, efficient operations, and generally positive earnings outlooks, while companies such as Glencore and Bunge add some pressure due to profitability, cash flow, and macroeconomic challenges. The main risk factor is the ETF’s concentration in energy and natural resource companies, which makes it sensitive to commodity prices and sector-specific headwinds.
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.
Leading Energy and Materials Holdings
Several top positions in major energy and materials companies have shown strong performance, helping support the fund’s returns.
Global Diversification
Holdings spread across the U.S., Europe, Canada, and Asia provide exposure to multiple regions, reducing reliance on any single country.
Negative Factors
Recent Short-Term Weakness
The ETF has seen weak performance over the last one and three months, which may signal near-term volatility or pressure on the sector.
Sector Concentration in Energy and Materials
A large portion of the portfolio is focused in energy and materials, increasing sensitivity to commodity price swings and sector downturns.
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningful enough that they slightly reduce the net returns investors receive over time.

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

CSNR Summary

CSNR is an actively managed ETF that focuses on natural resources, rather than tracking a fixed index. It invests in companies involved in energy, materials, and agriculture, aiming to benefit from long-term demand for resources and to help protect against inflation. Well-known holdings include Exxon Mobil and Shell, along with other global resource producers. Investors might consider CSNR for growth potential and diversification away from purely tech or consumer-focused funds. However, it is heavily tied to the natural resources and energy sectors, so its value can go up and down sharply with commodity prices and global economic conditions.
How much will it cost me?This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. That’s a bit higher than the average ETF because it’s actively managed, with professionals selecting and adjusting natural resource holdings rather than simply tracking an index.
What would affect this ETF?This global natural resources ETF could benefit if inflation stays elevated, commodity prices rise, or energy and materials companies like Exxon Mobil and major miners enjoy stronger demand and stable regulations. On the other hand, falling commodity prices, slower global growth, stricter environmental rules, or a shift away from fossil fuels could hurt returns, especially given its heavy exposure to energy and materials stocks.

CSNR Top 10 Holdings

CSNR is leaning heavily on big global energy names, with Exxon Mobil, Shell, Suncor, and TotalEnergies forming the engine of the fund and recently trending higher, giving performance a solid lift. Materials and agriculture plays like Bunge and Corteva are also rising, adding a steady tailwind, while more mixed names such as Glencore and Franco-Nevada have been wobbling and occasionally tapping the brakes. Overall, the ETF is clearly concentrated in energy and natural resources, with a global footprint that stretches well beyond the U.S., tying returns closely to commodity and inflation trends.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil6.15%$5.75M$628.76B40.50%
74
Outperform
Bunge Global4.73%$4.42M$23.58B58.52%
66
Neutral
Shell (UK)4.49%$4.20M£180.31B24.06%
73
Outperform
Nutrien3.72%$3.48M$32.13B11.34%
Suncor Energy3.46%$3.24M$75.37B62.87%
77
Outperform
Glencore3.01%$2.81M£61.76B64.83%
68
Neutral
Corteva2.93%$2.74M$58.15B17.88%
75
Outperform
TotalEnergies SE2.83%$2.65M€162.53B38.97%
78
Outperform
Franco-Nevada2.82%$2.64MC$56.46B32.00%
74
Outperform
2.68%$2.51M

CSNR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
35.36
Positive
100DMA
36.01
Negative
200DMA
33.62
Positive
Market Momentum
MACD
-0.09
Negative
RSI
62.37
Neutral
STOCH
88.13
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSNR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.96, equal to the 50-day MA of 35.36, and equal to the 200-day MA of 33.62, indicating a bullish trend. The MACD of -0.09 indicates Negative momentum. The RSI at 62.37 is Neutral, neither overbought nor oversold. The STOCH value of 88.13 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSNR.

CSNR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$95.10M0.50%
60
Neutral
$99.44M0.50%
71
Outperform
$99.36M1.00%
66
Neutral
$98.65M0.50%
67
Neutral
$92.76M0.60%
64
Neutral
$33.02M0.45%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSNR
Cohen & Steers Natural Resources Active ETF
35.49
8.75
32.72%
FDCF
Fidelity Disruptive Communications ETF
FFND
Future Fund Active ETF
IQM
Franklin Intelligent Machines ETF
BILT
iShares Infrastructure Active ETF
NRES
Xtrackers RREEF Global Natural Resources 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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