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GARA - ETF AI Analysis

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GARA

Guinness Atkinson Real Assets Income ETF (GARA)

Rating:61Neutral
Price Target:
GARA, the Guinness Atkinson Real Assets Income ETF, earns a solid overall rating, reflecting generally strong underlying companies with some valuation and risk trade-offs. High-quality holdings like National Grid, Prologis, Vinci, Equinix, and Primary Health Properties support the fund’s standing through solid financial performance, growth prospects, and attractive dividends, though several face potential overvaluation or leverage concerns. Risks include exposure to names with bearish technical trends or profitability challenges, such as Cellnex Telecom, and a tilt toward income-oriented infrastructure and real-asset businesses that can be sensitive to interest rates and market conditions.
Positive Factors
Strong Geographic Diversification
The ETF invests across multiple countries, reducing reliance on any single economy and spreading risk globally.
Focus on Defensive Sectors
With significant exposure to utilities and real estate, the fund is positioned in traditionally stable, income-generating sectors.
Moderate Expense Ratio
The ETF charges a reasonable expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
Small Asset Base
The fund has relatively low assets under management, which could lead to less liquidity and higher trading costs for investors.
Overweight in Utilities
The heavy allocation to utilities, at over 40%, makes the fund vulnerable to sector-specific risks.
Mixed Performance of Top Holdings
Some of the largest holdings have shown inconsistent performance, which could impact the fund’s overall returns.

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

GARA Summary

The Guinness Atkinson Real Assets Income ETF (GARA) is an investment fund focused on companies involved in global infrastructure and real estate. It includes businesses like Engie SA and Prologis, which are key players in utilities and real estate. This ETF is designed for investors who want exposure to essential industries that support economic growth, offering diversification across sectors like utilities and real estate. However, since it focuses heavily on infrastructure, its performance can be affected by changes in government policies or economic conditions impacting these industries.
How much will it cost me?The Guinness Atkinson Real Assets Income ETF (GARA) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because GARA is actively managed, focusing on a niche area like infrastructure, which requires more research and oversight.
What would affect this ETF?The Guinness Atkinson Real Assets Income ETF (GARA) could benefit from increased global infrastructure spending, driven by government initiatives and the growing demand for renewable energy and technological advancements. However, it may face challenges from rising interest rates, which can negatively impact REITs and infrastructure stocks, as well as potential regulatory changes in the utilities and energy sectors. Its global exposure provides diversification, but it also makes the ETF sensitive to geopolitical risks and economic slowdowns in key regions.

GARA Top 10 Holdings

GARA is leaning hard into global infrastructure, with a clear tilt toward utilities and real estate names that keep the economic lights on. French utility Engie and UK grid operator National Grid are doing much of the heavy lifting, both rising steadily as investors favor dependable cash flows. Data‑center giant Equinix and logistics landlord Prologis add a tech‑flavored real estate kicker, also trending higher. On the softer side, Cellnex’s mixed signals and valuation worries mean it’s not pulling its full weight, but overall the fund’s globally spread core is pushing performance in the right direction.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Engie SA3.66%$15.10K€71.33B63.56%
64
Neutral
3.37%$13.88K
Ventas3.24%$13.38K$42.80B29.05%
68
Neutral
National Grid3.16%$13.05K£67.66B40.34%
76
Outperform
Welltower3.10%$12.79K$148.73B42.14%
77
Outperform
Equinix3.08%$12.70K$95.98B16.12%
73
Outperform
Severn Trent3.02%$12.47K£9.57B29.78%
71
Outperform
Duke Energy3.00%$12.36K$103.39B10.09%
70
Outperform
SNAM S.p.A.2.97%$12.23K€22.05B43.20%
72
Outperform
Cellnex Telecom SA2.94%$12.12K€20.21B-4.91%
60
Neutral

GARA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.94
Positive
100DMA
200DMA
Market Momentum
MACD
0.06
Positive
RSI
53.44
Neutral
STOCH
51.55
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GARA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.72, equal to the 50-day MA of 26.94, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 53.44 is Neutral, neither overbought nor oversold. The STOCH value of 51.55 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GARA.

GARA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$410.05K0.45%
61
Neutral
$77.92M0.65%
67
Neutral
$24.04M0.65%
56
Neutral
$23.26M0.96%
68
Neutral
$21.84M0.60%
66
Neutral
$8.46M0.50%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GARA
Guinness Atkinson Real Assets Income ETF
27.52
2.23
8.82%
TCAI
Tortoise AI Infrastructure ETF
CSIO
Cohen & Steers Infrastructure Opportunities Active ETF
GLIX
Lazard Listed Infrastructure ETF
BILT
iShares Infrastructure Active ETF
BILD
Macquarie Global Listed Infrastructure 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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