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NANR - ETF AI Analysis

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NANR

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

Rating:73Outperform
Price Target:
NANR’s rating reflects a solid mix of large, financially strong natural resource companies, with leaders like Newmont Mining and Agnico Eagle boosting the fund through strong profitability, efficient operations, and generally positive growth outlooks. Major energy names such as Exxon Mobil, Chevron, and ConocoPhillips also support the rating with robust cash generation and strategic progress, though some face slower revenue growth, bearish technical signals, or dividend and valuation concerns. Key risks include company-specific operational issues (such as incidents and safety concerns) and pockets of potential overvaluation, which can temper upside in a sector already exposed to commodity price swings.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its natural resources holdings.
Leading Energy and Materials Companies
Many of the largest positions, including major energy and mining firms, have delivered solid performance, helping drive the fund’s returns.
Focused North American Exposure
The fund’s primary exposure to the U.S. and Canada gives investors targeted access to North American natural resource companies.
Negative Factors
Sector Concentration Risk
Heavy weighting in materials and energy means the ETF can be hit hard if commodity or resource-related sectors weaken.
Single-Region Dependence
With almost all assets in North America, the fund offers limited geographic diversification and is sensitive to regional economic conditions.
Underperforming Holding in Top Positions
At least one of the larger mining holdings has shown weak performance this year, which can drag on overall fund results.

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 invests in U.S. and Canadian companies tied to natural resources like energy, metals, and agriculture. Big names in the fund include Exxon Mobil and Chevron, along with major mining and fertilizer companies. Someone might invest in NANR to gain diversified exposure to commodities and resource producers, which can benefit when demand for energy and raw materials rises or during periods of inflation. A key risk is that it is heavily tied to natural resource and energy prices, so the ETF can go up or down sharply with commodity markets.
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 tightly hitched to North American natural resources, with a heavy tilt toward energy and materials names that live and die by commodity swings. Exxon Mobil and Chevron have been losing a bit of steam lately, acting as a mild drag even though their longer-term trend is still constructive. On the brighter side, copper-focused Freeport-McMoRan and ConocoPhillips are doing much of the heavy lifting, while gold names like Newmont and Agnico Eagle are more of a mixed bag. Overall, this is a concentrated bet on North American resource producers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil8.81%$69.84M$618.95B36.42%
74
Outperform
Chevron6.13%$48.60M$369.57B31.89%
71
Outperform
Newmont Mining4.81%$38.11M$128.85B114.68%
81
Outperform
Agnico Eagle3.67%$29.05M$100.45B66.47%
80
Outperform
Corteva3.21%$25.44M$53.57B29.01%
75
Outperform
Freeport-McMoRan3.20%$25.37M$87.74B62.65%
67
Neutral
Conocophillips2.63%$20.86M$148.41B30.94%
78
Outperform
Barrick Mining2.53%$20.03M$68.98B110.72%
80
Outperform
Wheaton Precious Metals2.31%$18.31M$63.43B66.33%
79
Outperform
Nutrien2.06%$16.31M$34.53B30.23%
75
Outperform

NANR Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
82.90
Negative
100DMA
78.29
Positive
200DMA
70.05
Positive
Market Momentum
MACD
-0.02
Positive
RSI
46.99
Neutral
STOCH
41.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NANR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 83.45, equal to the 50-day MA of 82.90, and equal to the 200-day MA of 70.05, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 46.99 is Neutral, neither overbought nor oversold. The STOCH value of 41.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NANR.

NANR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$785.72M0.35%
73
Outperform
$813.29M0.39%
73
Outperform
$537.67M0.68%
65
Neutral
$458.51M0.69%
68
Neutral
$233.75M0.80%
68
Neutral
$103.22M0.75%
70
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NANR
SPDR S&P North American Natural Resources ETF
82.41
31.08
60.55%
IGE
iShares North American Natural Resources ETF
MLPI
NEOS MLP & Energy Infrastructure High Income 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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