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NANR - ETF AI Analysis

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NANR

SPDR S&P North American Natural Resources ETF (NANR)

Rating:72Outperform
Price Target:
NANR, the SPDR S&P North American Natural Resources ETF, has an overall rating that suggests it is a solid but not risk‑free way to invest in North American energy and natural resource companies. Strong, well-established holdings like Exxon Mobil and Newmont Mining support the fund’s quality through solid financial performance, strategic growth initiatives, and generally positive outlooks, while names like ADM and Freeport-McMoRan introduce some drag due to revenue growth challenges, valuation concerns, and operational risks. The main risk is the fund’s concentration in natural resources and energy-related businesses, which can make it more sensitive to commodity price swings and sector-specific issues.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its natural resources focus.
Leading Energy and Materials Holdings
Several of the largest energy and materials stocks in the portfolio have performed strongly, helping drive the fund’s overall returns.
Moderate Expense Ratio
The fund’s fee is reasonably low for a specialized sector ETF, allowing investors to keep more of the returns generated by its holdings.
Negative Factors
Heavy Sector Concentration
Nearly all assets are tied to energy and materials, which increases risk if commodity-related sectors face a downturn.
Underperforming Mining Stocks
Some of the key mining holdings have shown weak performance, which can drag on the ETF’s results if the trend continues.
Limited Geographic Diversification
The fund is heavily focused on North American companies, offering little exposure to other regions that might perform differently.

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

NANR Summary

NANR is the SPDR S&P North American Natural Resources ETF, which follows the S&P BMI North American Natural Resources Index. It focuses on companies tied to energy, metals, and agriculture, mostly in the U.S. and Canada. Well-known holdings include Exxon Mobil and Chevron, along with major mining and farming-related businesses. Someone might invest in NANR to gain diversified exposure to natural resource companies that can benefit from global demand for energy and raw materials and may help during periods of inflation. A key risk is that it is heavily tied to commodity prices, so the value can rise and fall sharply with the natural resources market.
How much will it cost me?The SPDR S&P North American Natural Resources ETF (NANR) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it focuses on a specific sector, requiring more specialized management.
What would affect this ETF?The SPDR S&P North American Natural Resources ETF (NANR) could benefit from rising global demand for energy and raw materials, especially as inflation increases, which historically strengthens natural resource investments. However, it may face challenges from fluctuating commodity prices, regulatory changes in the energy and mining sectors, or economic slowdowns that reduce demand for natural resources. Its heavy exposure to energy and materials sectors, along with top holdings like Exxon Mobil and Chevron, makes it sensitive to oil price volatility and geopolitical events affecting resource production.

NANR Top 10 Holdings

NANR is powered by a heavyweight crew of North American energy and resource names, with Exxon Mobil and Chevron setting the pace as rising leaders in the portfolio thanks to steady gains and solid cash generation. ConocoPhillips adds more fuel to the energy tilt, while Freeport-McMoRan and Corteva help diversify into metals and agriculture with generally constructive, if sometimes mixed, momentum. On the flip side, gold miners like Newmont and Agnico Eagle have been lagging, acting as a bit of ballast. Overall, this is a North America–focused, commodity-driven ETF with clear concentration in energy and materials.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil11.03%$82.27M$649.64B40.60%
74
Outperform
Chevron7.12%$53.10M$382.11B26.82%
71
Outperform
Corteva3.77%$28.15M$60.53B23.86%
75
Outperform
Newmont Mining3.24%$24.13M$96.24B54.20%
81
Outperform
Freeport-McMoRan2.86%$21.34M$86.24B57.65%
67
Neutral
Conocophillips2.85%$21.26M$143.83B24.85%
78
Outperform
Agnico Eagle2.43%$18.15M$73.83B21.22%
80
Outperform
Archer Daniels Midland2.42%$18.02M$38.74B48.78%
64
Neutral
Nutrien2.11%$15.74M$33.96B19.22%
75
Outperform
Barrick Mining2.02%$15.04M$61.09B78.50%
80
Outperform

NANR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
79.08
Positive
100DMA
80.64
Negative
200DMA
75.56
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NANR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 78.43, equal to the 50-day MA of 79.08, and equal to the 200-day MA of 75.56, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NANR.

NANR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$745.81M0.35%
72
Outperform
$824.23M0.68%
68
Neutral
$734.89M0.39%
72
Outperform
$505.75M0.69%
68
Neutral
$287.37M0.80%
68
Neutral
$130.05M0.75%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NANR
SPDR S&P North American Natural Resources ETF
80.12
24.50
44.05%
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
IGE
iShares North American Natural Resources ETF
UMI
USCF Midstream Energy Income Fund ETF
MDST
Westwood Salient Enhanced Midstream Income ETF
USAI
Pacer American Energy Independence 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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