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NFRA - ETF AI Analysis

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NFRA

FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA)

Rating:66Neutral
Price Target:
NFRA, the FlexShares STOXX Global Broad Infrastructure Index Fund, earns a solid overall rating driven largely by strong, cash-generating infrastructure leaders like Verizon, Canadian National Railway, and Canadian Pacific Kansas City, which combine healthy financial performance with generally positive or stable momentum. The fund is somewhat held back by more mixed names such as SoftBank, NextEra Energy, and AT&T, where high debt, bearish or cautious technical signals, and valuation concerns introduce additional risk. The main risk factor is exposure to several highly leveraged companies and some bearish or overbought technical trends, which could increase volatility even within this traditionally defensive infrastructure theme.
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and stability for investors.
Global Infrastructure Exposure
Holdings spread across the U.S., Europe, and Asia give investors access to infrastructure companies around the world rather than just one country.
Sector Diversification Within Infrastructure
The ETF invests across several infrastructure-related sectors, including industrials, utilities, communication services, energy, and real estate, helping reduce reliance on any single area.
Negative Factors
Recent Weak Performance
The fund has shown negative returns over the past month, three months, and year-to-date, indicating recent performance has been soft.
Top Holdings Mostly Lagging
Most of the largest positions have been weak so far this year, which has likely weighed on the ETF’s overall results.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an index-based ETF, which means more of the return is eaten up by fees over time.

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

NFRA Summary

NFRA is an ETF that follows the STOXX Global Broad Infrastructure Index, focusing on companies that build and run key infrastructure around the world, such as transportation, utilities, and communication networks. It holds well-known names like AT&T and Verizon, along with major railroads and energy providers, giving investors broad exposure to the backbone of the global economy. Someone might invest in NFRA for diversification and the potential for steady, long-term growth as countries upgrade and expand infrastructure. A key risk is that infrastructure and utility stocks can still go up and down with interest rates and the overall market.
How much will it cost me?The FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) has an expense ratio of 0.47%, meaning you’ll pay $4.70 per year for every $1,000 invested. This cost is slightly higher than average because it is a sector-focused ETF, which typically requires more active management compared to broad market index funds.
What would affect this ETF?NFRA could benefit from increased global infrastructure spending, driven by government initiatives and the growing need for modernization in transportation, utilities, and communication sectors. However, rising interest rates or regulatory changes in key regions could negatively impact the profitability of infrastructure projects and companies within the ETF. Its global exposure and diversified holdings help mitigate risks but also make it sensitive to economic conditions in both developed and emerging markets.

NFRA Top 10 Holdings

NFRA is very much an infrastructure story, with telecom giants Verizon and AT&T doing a lot of the heavy lifting lately as their shares have been steadily climbing and adding some welcome spark to returns. On the flip side, SoftBank has been a noticeable drag, with its slide taking some shine off the fund’s global tech-and-telecom flavor. Rail names like Canadian Pacific and Canadian National are more mixed, while utilities such as NextEra and Iberdrola provide a steadier, defensive backbone. Overall, it’s a globally diversified but sector-focused bet on essential infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Deutsche Telekom3.70%$111.00M€151.56B-5.60%
67
Neutral
Canadian Pacific Kansas City3.46%$103.86M$72.71B10.14%
74
Outperform
Canadian National Railway2.95%$88.46M$67.51B10.74%
77
Outperform
SoftBank Group2.74%$82.21M¥21.57T102.55%
64
Neutral
NextEra Energy2.64%$79.19M$196.02B36.36%
71
Outperform
Verizon2.61%$78.40M$194.18B2.53%
81
Outperform
DHL Group2.61%$78.25M€54.15B35.46%
76
Outperform
AT&T2.49%$74.60M$184.78B-5.84%
71
Outperform
Iberdrola2.33%$69.76M€135.72B34.64%
67
Neutral
Union Pacific2.01%$60.21M$148.65B13.08%
72
Outperform

NFRA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
64.63
Positive
100DMA
62.35
Positive
200DMA
60.89
Positive
Market Momentum
MACD
0.17
Negative
RSI
55.54
Neutral
STOCH
80.29
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NFRA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.94, equal to the 50-day MA of 64.63, and equal to the 200-day MA of 60.89, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 55.54 is Neutral, neither overbought nor oversold. The STOCH value of 80.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NFRA.

NFRA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.03B0.47%
66
Neutral
$9.55B0.58%
72
Outperform
$8.54B0.56%
64
Neutral
$7.63B0.46%
59
Neutral
$5.96B0.75%
56
Neutral
$4.92B0.40%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
64.86
10.39
19.07%
CIBR
First Trust NASDAQ Cybersecurity ETF
GRID
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
ARKK
Ark Innovation Etf
GNR
SPDR S&P Global Natural Resources 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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