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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 but not top-tier rating, reflecting a mix of strong core holdings and some areas of concern. High-quality names like Canadian Natural, Agnico Eagle, Corteva, and Nutrien support the fund with strong financial performance, efficient operations, and generally positive outlooks, while large energy players like Exxon Mobil, Shell, and Chevron add scale but face challenges in revenue growth, cash flow, and short-term technical weakness. The main risk is the fund’s concentration in cyclical natural resource and energy-related companies, which can be sensitive to commodity prices and global demand.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past three months and year-to-date, indicating positive recent momentum.
Leading Natural Resource Companies
Many of the top holdings, including major energy and materials names, have delivered strong year-to-date performance, helping drive the fund’s returns.
Global Exposure Within Natural Resources
Holdings spread across the U.S., Canada, the UK, and several other countries provide some geographic diversification within the natural resources theme.
Negative Factors
Sector Concentration Risk
The portfolio is heavily concentrated in materials and energy, which can make the ETF more sensitive to swings in commodity and resource markets.
Small Asset Base
The fund manages a relatively small amount of assets, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.
Moderate Expense Ratio
The ETF’s expense ratio is not especially low, meaning a noticeable portion of returns goes toward fees each year.

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

TURF Summary

T. Rowe Price Natural Resource ETF (TURF) is an actively managed fund that focuses on the global natural resources theme instead of tracking a set index. It mainly holds companies in energy, mining, and agriculture, with big names like Exxon Mobil, Chevron, Shell, and BHP Group. Investors might consider TURF if they want targeted exposure to resources that power the economy and may benefit from long-term demand for energy, metals, and food. However, this ETF can be volatile because it is heavily tied to commodity prices and the natural resources sector, which can rise and fall 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 hard into global energy and materials, with Exxon Mobil, Chevron, Shell, and Canadian Natural acting as the fund’s main engines as they continue to rise on solid cash generation and upbeat outlooks. On the resources side, Nutrien and Corteva are steady climbers, helping anchor the agriculture theme. Offsetting some of that strength, gold miner Agnico Eagle and diversified giant BHP have been more mixed lately, while Tyson Foods is losing steam. Overall, this is a globally diversified but sector-concentrated bet on natural resources.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Corteva5.62%$6.52M$56.20B43.37%
75
Outperform
Exxon Mobil4.87%$5.65M$646.02B55.15%
74
Outperform
Shell (UK)4.44%$5.15M£193.37B48.26%
73
Outperform
Nutrien4.18%$4.85MC$48.44B50.62%
75
Outperform
Chevron3.77%$4.38M$379.84B41.03%
71
Outperform
Agnico Eagle3.30%$3.83M$108.36B94.03%
80
Outperform
Archer Daniels Midland2.94%$3.41M$33.85B58.16%
64
Neutral
BHP Group Ltd2.82%$3.27MAU$277.20B72.73%
68
Neutral
Tyson Foods2.50%$2.91M$22.58B8.80%
69
Neutral
Canadian Natural2.46%$2.86MC$131.71B74.63%
81
Outperform

TURF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.16
Positive
100DMA
31.66
Positive
200DMA
28.90
Positive
Market Momentum
MACD
0.33
Negative
RSI
58.14
Neutral
STOCH
83.81
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 34.52, equal to the 50-day MA of 34.16, and equal to the 200-day MA of 28.90, indicating a bullish trend. The MACD of 0.33 indicates Negative momentum. The RSI at 58.14 is Neutral, neither overbought nor oversold. The STOCH value of 83.81 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
$116.08M0.44%
60
Neutral
$994.91M0.70%
59
Neutral
$856.29M0.55%
65
Neutral
$386.23M0.39%
60
Neutral
$299.53M0.55%
65
Neutral
$213.09M0.75%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TURF
T. Rowe Price Natural Resource ETF
35.08
10.02
39.98%
BLOK
Amplify Transformational Data Sharing Etf
BKGI
BNY Mellon Global Infrastructure Income ETF
CCNR
CoreCommodity Natural Resources ETF
ALAI
Alger AI Enablers & Adopters ETF
ILDR
First Trust Innovation Leaders 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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