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TURF - ETF AI Analysis

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TURF

T. Rowe Price Natural Resource ETF (TURF)

Rating:60Neutral
Price Target:
TURF, the T. Rowe Price Natural Resource ETF, has a solid overall rating driven mainly by strong, diversified holdings in major resource companies like Corteva, Nutrien, Exxon Mobil, Chevron, and Agnico Eagle, which show healthy financial performance, strategic growth initiatives, and generally positive outlooks. The fund’s rating is held back somewhat by names such as ADM and Freeport-McMoRan, where revenue growth challenges, operational risks, and valuation concerns introduce uncertainty. The main risk factor is the ETF’s focus on natural resource-related businesses, which can be sensitive to commodity price swings and sector-specific issues.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its natural resource holdings.
Leading Holdings Performing Well
Several of the largest positions, including major energy and materials companies, have shown strong performance, helping support the fund’s returns.
Global Diversification in Resource Markets
Exposure to companies across the U.S., Canada, the UK, Australia, and other regions helps spread risk across different natural resource markets.
Negative Factors
Heavy Concentration in Materials and Energy
Most of the portfolio is focused in the materials and energy sectors, which can make the fund more sensitive to swings in commodity prices.
Recent Short-Term Weakness
The ETF has shown weak performance over the last three months, indicating recent volatility in its underlying holdings.
Moderate Expense Ratio
The fund’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors receive.

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

TURF Summary

TURF, the T. Rowe Price Natural Resource ETF, focuses on companies tied to natural resources around the world, including energy, agriculture, and mining. It is actively managed rather than tracking a fixed index, aiming to benefit from global trends in resources. Well-known holdings include Exxon Mobil and Chevron, along with major agriculture and mining firms. Investors might consider TURF for diversification and potential growth if they believe demand for energy and raw materials will stay strong. A key risk is that natural resource stocks can be very sensitive to changes in commodity prices and can go up and down sharply.
How much will it cost me?The T. Rowe Price Natural Resource ETF (TURF) has an expense ratio of 0.44%, which means you’ll pay $4.40 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning experts are selecting and adjusting investments to try to outperform the market.
What would affect this ETF?TURF could benefit from rising global demand for energy, agricultural products, and raw materials, especially as economies grow and focus on sustainability. However, it may face challenges from fluctuating commodity prices, regulatory changes in the energy and mining sectors, or economic slowdowns that reduce demand for natural resources. The ETF's global exposure and top holdings in major companies like Shell and Exxon Mobil position it well for growth, but reliance on cyclical industries could lead to volatility.

TURF Top 10 Holdings

TURF is leaning heavily into global materials and energy, with miners and oil majors setting the tone. BHP and Freeport-McMoRan have been the fund’s workhorses lately, riding stronger metals prices and giving the portfolio some welcome lift. On the flip side, Exxon, Chevron, and Shell have been losing a bit of steam in the short term, acting as a mild drag despite solid longer-term stories. Agriculture names like Corteva and ADM sit in the middle, steady but not spectacular, keeping this resource-focused, globally diversified ETF firmly tied to the commodity cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Corteva6.31%$19.07M$59.21B21.42%
75
Outperform
Exxon Mobil4.35%$13.15M$640.11B41.61%
74
Outperform
Shell (UK)4.28%$12.93M£182.42B25.60%
73
Outperform
Nutrien3.92%$11.84M$32.88B13.68%
75
Outperform
BHP Group Ltd3.89%$11.74MAU$303.62B54.12%
68
Neutral
Archer Daniels Midland3.82%$11.52M$42.08B55.58%
64
Neutral
Chevron3.13%$9.46M$384.34B24.76%
71
Outperform
Canadian Natural2.59%$7.82MC$134.08B48.58%
81
Outperform
Freeport-McMoRan2.55%$7.70M$93.44B42.44%
67
Neutral
Agnico Eagle2.40%$7.26M$74.89B14.88%
80
Outperform

TURF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.82
Negative
100DMA
33.74
Negative
200DMA
31.70
Positive
Market Momentum
MACD
0.03
Negative
RSI
58.81
Neutral
STOCH
84.53
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TURF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.72, equal to the 50-day MA of 32.82, and equal to the 200-day MA of 31.70, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 58.81 is Neutral, neither overbought nor oversold. The STOCH value of 84.53 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TURF.

TURF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$302.35M0.44%
60
Neutral
$486.18M0.45%
59
Neutral
$478.24M0.58%
62
Neutral
$466.69M0.39%
60
Neutral
$408.33M0.85%
55
Neutral
$296.32M0.75%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TURF
T. Rowe Price Natural Resource ETF
32.79
7.49
29.60%
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CCNR
CoreCommodity Natural Resources ETF
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ILDR
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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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