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NFRA - ETF AI Analysis

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NFRA

FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA)

Rating:65Neutral
Price Target:
NFRA’s rating reflects a solid but not outstanding infrastructure portfolio, supported by strong, diversified holdings like Verizon and Canadian National Railway, which bring steady cash flows, reasonable valuations, and positive business momentum. However, weaker technical trends and higher leverage at companies like SoftBank and AT&T, along with some overvaluation and debt concerns in utilities such as NextEra Energy, temper the fund’s overall appeal. A key risk is its concentration in capital-intensive infrastructure businesses, which can be sensitive to debt levels, interest rates, and broader economic conditions.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Well-Performing Top Holdings
Most of the largest positions, including major telecom, railway, and utility companies, have delivered strong year-to-date results that support the fund’s overall performance.
Global Infrastructure Diversification
Holdings spread across multiple countries and several infrastructure-related sectors help reduce the impact of weakness in any single market or industry.
Negative Factors
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an index-based ETF, which slightly reduces the net return investors keep over time.
Heavy U.S. and Sector Concentration
Nearly half of the portfolio is in U.S. companies and a large share is in industrials and communication services, increasing exposure to downturns in those areas.
Narrow Focus on Infrastructure
Because the ETF targets infrastructure-related businesses, it may lag the broader stock market when other types of companies are leading.

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 Verizon and AT&T, along with major railroads and energy providers, giving investors broad, global exposure in one fund. Someone might invest in NFRA to seek steady, long-term growth from essential services that economies rely on, while gaining diversification across many countries and sectors. A key risk is that infrastructure stocks can still go up and down with global markets and economic cycles.
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 leans heavily into global infrastructure, with a clear tilt toward railroads and telecoms spread across North America, Europe, and Japan. SoftBank has been a key engine lately, rising on renewed optimism, while Verizon and Deutsche Telekom provide a steady telecom backbone despite some choppy trading. On the transport side, Canadian National Railway and Union Pacific have been quietly pulling their weight, even as Canadian Pacific Kansas City and NextEra Energy lose a bit of steam and occasionally drag on returns. Overall, the fund’s story is one of diversified, globally spread infrastructure with a few big names setting the pace.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
SoftBank Group4.39%$131.50M¥38.57T223.92%
64
Neutral
Canadian Pacific Kansas City3.68%$110.36M$76.52B7.60%
74
Outperform
Deutsche Telekom3.30%$98.99M€140.18B-12.49%
67
Neutral
Canadian National Railway3.00%$89.86M$69.78B8.82%
77
Outperform
Verizon2.72%$81.62M$201.89B11.61%
81
Outperform
NextEra Energy2.66%$79.62M$184.66B30.68%
71
Outperform
DHL Group2.51%$75.19M€55.83B30.05%
76
Outperform
AT&T2.37%$71.13M$175.52B-7.88%
71
Outperform
Iberdrola2.23%$66.76M€130.75B20.78%
67
Neutral
Union Pacific2.13%$63.84M$157.86B19.71%
72
Outperform

NFRA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
64.83
Positive
100DMA
64.01
Positive
200DMA
61.93
Positive
Market Momentum
MACD
0.21
Negative
RSI
59.08
Neutral
STOCH
87.38
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 65.53, equal to the 50-day MA of 64.83, and equal to the 200-day MA of 61.93, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 59.08 is Neutral, neither overbought nor oversold. The STOCH value of 87.38 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
$3.05B0.47%
65
Neutral
$7.42B0.46%
60
Neutral
$6.46B0.75%
56
Neutral
$4.87B0.40%
65
Neutral
$3.89B0.46%
68
Neutral
$1.08B0.55%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NFRA
FlexShares STOXX Global Broad Infrastructure Index Fund
66.32
8.55
14.80%
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
ARKK
Ark Innovation Etf
GNR
SPDR S&P Global Natural Resources ETF
XT
iShares Exponential Technologies ETF
BKGI
BNY Mellon Global Infrastructure Income 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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