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INFL - ETF AI Analysis
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Horizon Kinetics Inflation Beneficiaries ETF (INFL)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as Wheaton Precious Metals and Osisko Gold Royalties, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors like financials, energy, and materials, reducing reliance on any single industry.
Global Exposure
The fund includes international holdings across Canada, Singapore, Germany, and other countries, providing some geographic diversification.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Several key positions, including Viper Energy and Texas Pacific Land, have lagged in year-to-date performance, potentially dragging down the fund's momentum.
Overweight in U.S. Exposure
With nearly 68% of its assets in U.S. companies, the ETF is heavily reliant on the domestic market, limiting protection against global economic shifts.
INFL vs. SPDR S&P 500 ETF (SPY)
AUM1.35B
RegionGlobal
Expense Ratio0.85%
Beta0.73
IssuerHorizon Kinetics
Inception DateJan 11, 2021
Dividend Yield1.24%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume169,233
30 Day Avg. Volume126,914
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 Target
55.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
INFL Summary
The Horizon Kinetics Inflation Beneficiaries ETF (ticker: INFL) is designed to help investors benefit from inflation by focusing on companies that thrive in rising price environments. It includes businesses in sectors like energy, materials, and financials, which historically perform well during inflationary periods. Some of its top holdings are Wheaton Precious Metals and Franco-Nevada, both known for their strong presence in commodities. This ETF might appeal to investors looking to protect their portfolios from inflation while gaining exposure to diverse industries. However, it’s important to note that the fund’s performance is closely tied to inflation trends, which can be unpredictable.
How much will it cost me?The Horizon Kinetics Inflation Beneficiaries ETF (INFL) 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 the fund is actively managed, focusing on companies that benefit from inflation, which requires more research and strategy compared to passively managed ETFs.
What would affect this ETF?The Horizon Kinetics Inflation Beneficiaries ETF (INFL) could benefit from rising inflation, as its focus on sectors like energy, materials, and real estate positions it to thrive in environments where prices increase. However, it may face challenges if inflation slows or if global economic conditions weaken, which could negatively impact commodity prices and demand for its top holdings. Additionally, regulatory changes in the energy or financial sectors could create uncertainty for the ETF's performance.
INFL Top 10 Holdings
The Horizon Kinetics Inflation Beneficiaries ETF leans heavily into sectors like financials, energy, and materials, making it a natural hedge against inflation. Wheaton Precious Metals and Franco-Nevada are steady performers, benefiting from strong pricing power in the mining space, while Cameco’s rising momentum reflects optimism in the nuclear energy sector. On the flip side, Viper Energy and Texas Pacific Land are lagging, weighed down by bearish technical signals and valuation concerns. With a global focus and a tilt toward inflation-resilient industries, the fund’s positioning is both strategic and thematic.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Wheaton Precious Metals | 8.07% | $107.55M | $55.77B | 116.51% | 79 Outperform | |
| Franco-Nevada | 5.32% | $70.90M | C$58.12B | 77.09% | 74 Outperform | |
| Cameco | 4.62% | $61.56M | $45.17B | 114.78% | 71 Outperform | |
| OR Royalties | 4.62% | $61.51M | $7.21B | 104.57% | 70 Outperform | |
| PrairieSky Royalty | 4.49% | $59.85M | C$6.05B | -3.91% | 65 Neutral | |
| Viper Energy | 4.26% | $56.76M | $12.89B | -27.69% | 69 Neutral | |
| LandBridge Company LLC Class A | 4.17% | $55.49M | $3.38B | -36.06% | 67 Neutral | |
| Intercontinental Exchange | 4.09% | $54.47M | $92.32B | 10.51% | 80 Outperform | |
| Texas Pacific Land | 3.94% | $52.47M | $19.40B | -28.77% | 76 Outperform | |
| Waterbridge Infrastructure LLC Class A | 3.54% | $47.10M | ― | ― | ― |
INFL Technical Analysis
Positive
―
Price Trends
44.15
Positive
43.81
Positive
42.47
Positive
Market Momentum
0.28
Negative
60.21
Neutral
78.96
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 44.69, equal to the 50-day MA of 44.15, and equal to the 200-day MA of 42.47, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 60.21 is Neutral, neither overbought nor oversold. The STOCH value of 78.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INFL.
INFL Peer Comparison
Comparison Results
Performance Comparison
INFL
Horizon Kinetics Inflation Beneficiaries ETF
45.49
6.99
18.16%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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BDYN
iShares Dynamic Equity Active ETF
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CGGE
Capital Group Global Equity ETF
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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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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: ―
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