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RIFR - ETF AI Analysis

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RIFR

Global Infrastructure Active ETF (RIFR)

Rating:66Neutral
Price Target:
RIFR, the Global Infrastructure Active ETF, has a solid overall rating, supported by strong holdings like Aena SA, which brings robust revenue growth, high profitability, no debt, and an attractive dividend, and companies such as CSX and National Grid that add operational strength and positive technical trends. However, weaker positions like Transurban Group, which faces mixed financial performance, bearish technical signals, and high valuation concerns, along with several utilities and infrastructure names showing bearish momentum or high leverage, introduce risk, and the fund’s focus on infrastructure and utilities means investors should be aware of sector concentration and leverage-related risks.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the last few months, showing positive momentum.
Resilient Top Holdings
Most of the largest positions, including major utilities and railroads, have shown strong or steady performance, helping support the fund’s returns.
Global Infrastructure Diversification
Holdings spread across the U.S. and several other developed countries provide geographic diversification within the infrastructure theme.
Negative Factors
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Sector Concentration in Utilities
A large share of assets is invested in utilities, which increases exposure to risks specific to that sector, such as regulation and interest-rate sensitivity.
Single Lagging Top Holding
One of the top positions has shown weak performance this year, which can slightly drag on overall results if the weakness continues.

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

RIFR Summary

RIFR, the Global Infrastructure Active ETF, focuses on companies that build and run essential infrastructure around the world, such as power utilities, railroads, toll roads, and energy networks. It doesn’t track a fixed index but is actively managed to find “pure-play” infrastructure businesses. Well-known holdings include NextEra Energy and Union Pacific. Investors might consider RIFR for diversification and potential long-term growth plus income from infrastructure-related companies. However, because it is concentrated in infrastructure and utility-type stocks, its price can go up and down with changes in interest rates, regulation, and the overall stock market.
How much will it cost me?This ETF has an expense ratio of 0.59%, which means you’ll pay about $5.90 per year for every $1,000 you invest. That’s higher than the average index (passive) ETF because RIFR is actively managed, with managers selecting infrastructure stocks rather than just tracking a benchmark.
What would affect this ETF?RIFR could benefit if governments increase spending on transportation, utilities, and energy projects worldwide, and if demand for stable, income-producing infrastructure assets stays strong, which would support many of its utility and railroad holdings. On the other hand, rising interest rates, stricter environmental or regulatory rules, or a global economic slowdown that reduces traffic and energy use could pressure the fund’s utility, energy, and industrial companies and weigh on future returns.

RIFR Top 10 Holdings

RIFR is leaning heavily on classic infrastructure workhorses, with U.S. utilities and railroads doing much of the heavy lifting. NextEra Energy and American Electric Power have been steadily rising, helping anchor returns, while CSX and Union Pacific are powering ahead on the transportation side, giving the fund a strong industrial backbone. On the flip side, Aena has been lagging and Sempra looks a bit wobbly lately, slightly weighing on results. Overall, it’s a globally diversified, but sector-focused bet on essential infrastructure rather than broad tech-driven growth.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
NextEra Energy5.43%$1.62M$184.66B30.68%
71
Outperform
Transurban Group5.37%$1.60MAU$45.31B18.86%
52
Neutral
Union Pacific3.94%$1.18M$157.86B19.71%
72
Outperform
Aena SA3.91%$1.16M€35.70B0.06%
80
Outperform
Duke Energy3.50%$1.04M$97.97B7.88%
70
Outperform
Sempra Energy3.47%$1.03M$60.66B19.45%
61
Neutral
National Grid3.41%$1.02M£63.74B17.42%
76
Outperform
CSX3.38%$1.01M$84.58B47.70%
78
Outperform
Norfolk Southern2.87%$855.77K$70.64B31.04%
75
Outperform
American Electric Power2.63%$783.07K$71.60B27.91%
69
Neutral

RIFR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.32
Positive
100DMA
27.81
Positive
200DMA
26.72
Positive
Market Momentum
MACD
0.02
Negative
RSI
53.63
Neutral
STOCH
91.90
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RIFR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.47, equal to the 50-day MA of 28.32, and equal to the 200-day MA of 26.72, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 53.63 is Neutral, neither overbought nor oversold. The STOCH value of 91.90 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RIFR.

RIFR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$41.22M0.59%
66
Neutral
$43.28M0.65%
56
Neutral
$27.89M0.96%
69
Neutral
$25.63M0.60%
65
Neutral
$7.68M0.50%
61
Neutral
$6.83M0.65%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RIFR
Global Infrastructure Active ETF
28.58
3.87
15.66%
CSIO
Cohen & Steers Infrastructure Opportunities Active ETF
GLIX
Lazard Listed Infrastructure ETF
BILT
iShares Infrastructure Active ETF
BILD
Macquarie Global Listed Infrastructure ETF
IQRA
IQ CBRE Real Assets 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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