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INFR - AI Analysis
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ClearBridge Sustainable Infrastructure ETF (INFR)
Rating:59Neutral
Price Target:
$29.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting positive momentum in its holdings.
Global Diversification
The fund invests across multiple countries, reducing reliance on any single geographic market.
Focus on Stable Sectors
With significant exposure to utilities and industrials, the ETF targets sectors known for steady cash flows and resilience.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to some other funds, which could eat into long-term returns.
Overweight in Utilities
More than half of the portfolio is concentrated in utilities, which may limit growth potential in a rising interest rate environment.
Mixed Performance Among Top Holdings
While some top holdings have performed well, others have shown weak or minimal gains, potentially dragging on overall returns.
INFR vs. SPDR S&P 500 ETF (SPY)
AUM12.33M
RegionNorth America
Expense Ratio0.59%
Beta0.29
IssuerClearBridge
Inception DateDec 14, 2022
Dividend Yield2.06%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,359
30 Day Avg. Volume1,916
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
29.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
INFR Summary
The ClearBridge Sustainable Infrastructure ETF (INFR) focuses on companies involved in essential infrastructure projects like renewable energy, water management, and sustainable transportation, all while adhering to environmental, social, and governance (ESG) principles. Some well-known companies in the fund include NextEra Energy and Severn Trent. This ETF is a great choice for investors looking to support sustainability while diversifying into the growing infrastructure sector. However, new investors should be aware that the fund’s performance can be impacted by changes in global infrastructure demand and policy shifts.
How much will it cost me?The ClearBridge Sustainable Infrastructure ETF (INFR) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specific niche of sustainable infrastructure companies. Active management typically involves more research and oversight, which increases costs.
What would affect this ETF?The ClearBridge Sustainable Infrastructure ETF (INFR) could benefit from increased government spending on green infrastructure and growing societal demand for sustainable solutions, particularly in utilities and industrial sectors. However, it may face challenges from rising interest rates, which can increase borrowing costs for infrastructure projects, and regulatory changes that could impact its top holdings in the U.S. and Europe.
INFR Top 10 Holdings
The ClearBridge Sustainable Infrastructure ETF (INFR) is heavily anchored in utilities and industrials, with names like NextEra Energy and Enel S.p.A. driving steady performance thanks to their focus on renewable energy and infrastructure projects. Ferrovial is also rising, benefiting from its strategic growth in North American highways. However, stocks like Cellnex Telecom and Getlink SE are lagging, weighed down by bearish momentum and valuation concerns. With a strong U.S. tilt and a clear sustainability theme, the fund is positioned to ride the wave of green infrastructure demand, though some holdings may need to regain their footing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ferrovial | 5.74% | $703.26K | €38.97B | 46.00% | 78 Outperform | |
| Severn Trent | 5.35% | $655.32K | £8.37B | 8.26% | 60 Neutral | |
| Enel S.p.A. | 5.09% | $624.08K | €89.34B | 22.97% | 69 Neutral | |
| Redeia Corporación | 4.69% | $575.17K | €8.76B | -2.77% | 64 Neutral | |
| Getlink SE | 4.60% | $564.14K | €8.58B | 1.35% | 65 Neutral | |
| NextEra Energy | 4.55% | $558.17K | $170.02B | 3.02% | 73 Outperform | |
| Enav SpA | 4.44% | $544.26K | €2.46B | 22.38% | 65 Neutral | |
| Pennon Group plc | 3.99% | $488.89K | £2.48B | 22.67% | 68 Neutral | |
| Cellnex Telecom SA | 3.97% | $486.16K | €19.29B | -14.00% | 64 Neutral | |
| SSE | 3.92% | $480.83K | £21.19B | 4.80% | 76 Outperform |
INFR Technical Analysis
Positive
―
Price Trends
26.65
Positive
26.65
Positive
25.33
Positive
Market Momentum
0.27
Positive
52.52
Neutral
16.34
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.31, equal to the 50-day MA of 26.65, and equal to the 200-day MA of 25.33, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 52.52 is Neutral, neither overbought nor oversold. The STOCH value of 16.34 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for INFR.
INFR Peer Comparison
Comparison Results
Performance Comparison
INFR
ClearBridge Sustainable Infrastructure ETF
27.25
3.02
12.46%
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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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