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NVIR - ETF AI Analysis

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NVIR

Horizon Kinetics Energy and Remediation ETF (NVIR)

Rating:64Neutral
Price Target:
NVIR, the Horizon Kinetics Energy and Remediation ETF, appears to be a solid but not top-tier fund, supported by strong energy names like Suncor Energy and Enerflex, which benefit from robust financial performance, operational efficiency, and generally supportive technical trends. Other key holdings such as Texas Pacific Land, Williams, and Cheniere Energy also add strength through good earnings and strategic progress, though concerns about leverage, valuation, and some bearish technical signals, along with weaker names like Select Energy Services, likely hold the overall rating back. The main risk is the fund’s concentration in energy-related companies, which makes it sensitive to commodity price swings and sector-specific volatility.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, which suggests its strategy has recently been working well for investors.
Top Holdings Showing Solid Momentum
Most of the largest positions, including names like Texas Pacific Land, Suncor Energy, and Cheniere Energy, have shown strong year-to-date performance, helping drive the fund’s returns.
North American Focus with Some Diversification
While the ETF is heavily invested in U.S. companies, it also includes meaningful exposure to Canadian firms, adding a bit of geographic diversification within North America.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees compared with lower-cost alternatives.
Heavy Concentration in Energy Sector
With the majority of assets in energy companies, the ETF is highly sensitive to swings in the energy market and less protected if this sector weakens.
Meaningful Single-Stock and Top-Holding Risk
A small group of holdings makes up a large share of the portfolio, so poor performance in one or two key positions could have a noticeable impact on the fund.

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

NVIR Summary

The Horizon Kinetics Energy and Remediation ETF (NVIR) is a fund focused on the energy theme, mixing traditional oil and gas companies with businesses working on cleaner, more efficient energy and environmental cleanup. It mainly invests in U.S. and Canadian firms, including well-known names like Suncor Energy and Cheniere Energy. Investors might consider NVIR if they want growth potential from the energy sector while also supporting companies involved in environmental solutions. However, this ETF is heavily tied to energy stocks, so its value can rise or fall sharply with changes in energy prices and the broader market.
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 leaning heavily into traditional energy names, with a global flavor but a clear tilt toward North American oil and gas. Suncor, Cheniere, and Exxon Mobil are doing the heavy lifting, with their shares rising and giving the fund a solid backbone of steady, cash-generating giants. Texas Pacific Land and Permian Basin are also climbing, adding extra fuel to returns. On the flip side, Williams Co and EQT have been more mixed, occasionally losing steam and acting as mild brakes on performance rather than outright drags.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
CES Energy Solutions5.91%$343.49KC$3.45B127.10%
76
Outperform
Texas Pacific Land5.61%$326.44K$27.77B29.20%
76
Outperform
Williams Co5.35%$311.01K$87.49B18.70%
76
Outperform
Waterbridge Infrastructure LLC Class A5.10%$296.28K$4.22B
Suncor Energy4.77%$277.46K$79.29B72.34%
77
Outperform
Permian Basin4.77%$277.22K$1.38B122.97%
Cheniere Energy4.18%$243.09K$55.23B10.60%
71
Outperform
EQT4.03%$234.35K$33.33B1.82%
76
Outperform
Enerflex3.79%$220.48KC$3.81B191.23%
80
Outperform
Exxon Mobil3.62%$210.65K$644.21B41.77%
74
Outperform

NVIR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
38.84
Positive
100DMA
39.26
Negative
200DMA
36.77
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NVIR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.80, equal to the 50-day MA of 38.84, and equal to the 200-day MA of 36.77, 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 NVIR.

NVIR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$5.82M0.85%
64
Neutral
$48.10M0.80%
71
Outperform
$46.90M0.65%
69
Neutral
$46.62M0.50%
58
Neutral
$41.87M0.80%
62
Neutral
$38.79M0.75%
60
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NVIR
Horizon Kinetics Energy and Remediation ETF
39.17
9.42
31.66%
BCFN
Baron Financials ETF
NBET
Neuberger Berman Energy Transition & Infrastructure Etf
FMED
Fidelity Disruptive Medicine ETF
MEDI
Harbor Health Care ETF
TEK
iShares Technology Opportunities Active 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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