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NVIR - ETF AI Analysis

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NVIR

Horizon Kinetics Energy and Remediation ETF (NVIR)

Rating:67Neutral
Price Target:
NVIR, the Horizon Kinetics Energy and Remediation ETF, has a solid overall rating driven mainly by strong, diversified energy holdings like Exxon Mobil, Suncor Energy, and Texas Pacific Land, which show healthy financial performance, positive earnings calls, and strategic growth initiatives. Enerflex and CES Energy Solutions also support the fund with solid operations and fair valuations, though some holdings face bearish technical signals, high leverage, or overvaluation concerns, and the portfolio is heavily concentrated in the energy sector, which adds sector-specific risk.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing positive momentum for investors who have held it over this period.
Top Holdings Showing Solid Gains
Several of the largest positions, including Texas Pacific Land, CES Energy Solutions, and other key energy names, have posted strong year-to-date performance that supports the fund’s overall returns.
Focused Yet Somewhat Diversified Sector Mix
While energy is the main focus, the fund also holds industrials, utilities, and a few other sectors, which adds some diversification within the broader energy and infrastructure theme.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy Concentration in Energy Sector
With the majority of assets in energy companies, the ETF is highly sensitive to swings in energy prices and sector-specific risks.
Small Asset Base
The ETF manages a relatively small amount of money, which can increase the risk of wider trading spreads and the possibility that the fund could be closed if it does not grow.

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

NVIR Summary

The Horizon Kinetics Energy and Remediation ETF (NVIR) is a sector fund focused on the energy theme, mainly in the U.S. and Canada. It does not track a standard index, but instead picks companies involved in traditional energy production and newer environmental cleanup and efficiency efforts. Well-known holdings include Exxon Mobil and Suncor Energy. Someone might invest in this ETF to seek growth from the long-term demand for energy while also gaining exposure to companies working on cleaner, more efficient solutions. A key risk is that it is heavily tied to the energy sector, so its value can swing sharply with energy prices and industry news.
How much will it cost me?The Horizon Kinetics Energy and Remediation ETF (Ticker: NVIR) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized energy and environmental niche that requires more research and expertise.
What would affect this ETF?The Horizon Kinetics Energy and Remediation ETF (NVIR) could benefit from global efforts to transition to cleaner energy and increased investment in environmentally sustainable technologies, as these trends align with its focus on energy production and remediation. However, it may face challenges from fluctuating energy prices, changes in government regulations, or reduced demand for traditional energy sources, which could negatively impact its holdings in companies like Exxon Mobil and Suncor Energy. Additionally, global economic uncertainty or rising interest rates might affect the performance of industrial and technology sectors within the ETF.

NVIR Top 10 Holdings

NVIR is very much an energy-first story, with big positions in names like Texas Pacific Land, CES Energy Solutions, Suncor, and Cheniere setting the tone. Enerflex and Waterbridge have been rising lately and act like fresh fuel for the fund, while Texas Pacific Land and EQT have seen more mixed, recently lagging action after earlier strength. Exxon and Williams are steadier anchors, helping smooth out bumps. With a global, but energy-heavy mix that leans into production, infrastructure, and remediation, the ETF is concentrated in a single powerful theme rather than any one stock.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
CES Energy Solutions6.92%$420.22KC$3.89B214.78%
76
Outperform
Texas Pacific Land5.91%$359.04K$28.94B-6.26%
76
Outperform
Exxon Mobil5.46%$331.77K$616.31B42.14%
74
Outperform
Williams Co5.45%$331.32K$90.21B25.14%
76
Outperform
Suncor Energy4.62%$280.87K$76.54B89.40%
77
Outperform
Enerflex4.47%$271.33KC$4.47B286.42%
80
Outperform
Waterbridge Infrastructure LLC Class A4.40%$267.57K
EQT4.29%$260.80K$35.88B6.30%
76
Outperform
Cheniere Energy4.19%$254.40K$54.93B9.49%
71
Outperform
Diamondback3.49%$211.80K$54.88B50.56%
81
Outperform

NVIR Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
39.59
Negative
100DMA
37.31
Positive
200DMA
34.39
Positive
Market Momentum
MACD
0.19
Positive
RSI
42.72
Neutral
STOCH
40.13
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NVIR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 39.55, equal to the 50-day MA of 39.59, and equal to the 200-day MA of 34.39, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 42.72 is Neutral, neither overbought nor oversold. The STOCH value of 40.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NVIR.

NVIR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.95M0.85%
67
Neutral
$58.12M0.50%
58
Neutral
$47.47M0.80%
71
Outperform
$45.64M0.65%
68
Neutral
$37.46M0.75%
64
Neutral
$28.06M0.80%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NVIR
Horizon Kinetics Energy and Remediation ETF
38.95
10.40
36.43%
FMED
Fidelity Disruptive Medicine ETF
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
TEK
iShares Technology Opportunities Active ETF
MEDI
Harbor Health Care 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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