INFL - ETF AI Analysis
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Horizon Kinetics Inflation Beneficiaries ETF (INFL)
INFL, the Horizon Kinetics Inflation Beneficiaries ETF, earns a solid overall rating largely because several major holdings like Wheaton Precious Metals and Intercontinental Exchange combine strong financial performance with growth-focused strategies. Other key positions such as Franco-Nevada and Texas Pacific Land also support the fund’s quality, though recurring concerns about high valuations and some bearish or mixed technical signals in holdings like PrairieSky Royalty introduce risk. The main risk factor is the fund’s reliance on a relatively concentrated group of commodity and royalty-focused companies, which can make performance more sensitive to sector and market swings.
INFL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.55B
- Region
- Global
- Expense Ratio
- 0.85%
- Beta
- 0.61
- Issuer
- Horizon Kinetics
- Inception Date
- Jan 11, 2021
- Dividend Yield
- 0.78%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
INFL Summary
INFL is the Horizon Kinetics Inflation Beneficiaries ETF, built to invest in companies that can benefit when prices in the economy rise. It doesn’t track a traditional index, but focuses on themes like natural resources, commodities, and real estate, with most holdings in the U.S. and Canada. Well-known names in the fund include Wheaton Precious Metals and Intercontinental Exchange. Investors might consider INFL as a way to seek growth and add diversification while trying to protect their money from inflation. A key risk is that it can still go up and down with the market and may underperform if inflation stays low.
How much will it cost me?
INFL has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 invested. This is higher than the average ETF because INFL is actively managed, using a specialized strategy to pick companies that may benefit from inflation rather than simply tracking a broad market index.
What would affect this ETF?
INFL could benefit if inflation stays elevated or commodities and energy prices rise, since many of its global holdings are in resource, materials, and royalty businesses that tend to gain when they can charge more for what they produce. On the downside, falling inflation, lower commodity prices, stricter environmental or resource regulations, or a global economic slowdown could hurt demand and profits for these sectors, while higher interest rates may pressure real estate and financial holdings.
INFL Top 10 Holdings
INFL is leaning hard into inflation beneficiaries, with a clear tilt toward energy royalties and resource plays. LandBridge, Permian Basin, and Waterbridge have been rising, acting as the fund’s main engines and reflecting strength in oil-linked assets. PrairieSky and Texas Pacific Land are also contributing, though their momentum has been a bit more mixed lately. On the flip side, Wheaton Precious Metals and Cameco have been lagging, tempering returns from the metals and uranium side. Overall, it’s a globally focused, resource-heavy portfolio that lives and dies by the commodities cycle.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LB | LandBridge Company LLC Class A | 6.96% | $107.80M | $6.44B | 41.06% | 67Neutral |
 WPM | Wheaton Precious Metals | ― | ― | ― | ― | 79Outperform |
 TSE:PSK | PrairieSky Royalty | 5.50% | $85.23M | CAD 8.60B | 46.98% | 65Neutral |
 TSE:FNV | Franco-Nevada | 5.25% | $81.38M | CAD 60.64B | 18.89% | 74Outperform |
 WBI | Waterbridge Infrastructure LLC Class A | 4.96% | $76.89M | $3.80B | 32.22% | ―― |
 ICE | Intercontinental Exchange | 4.55% | $70.54M | $94.36B | 13.69% | 80Outperform |
 TPL | Texas Pacific Land | 3.95% | $61.12M | $22.88B | 7.17% | 76Outperform |
 OR | OR Royalties | ― | ― | ― | ― | 70Outperform |
 PBT | Permian Basin | 3.67% | $56.82M | $1.47B | 71.57% | ―― |
 TSE:CCO | Cameco | 3.35% | $51.94M | CAD 46.86B | -26.55% | 71Outperform |
INFL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For INFL, the sentiment is Neutral. The current price of 51.24 is above the 20-day moving average (MA) of 51.15, below the 50-day MA of 52.66, and below the 200-day MA of 51.72, indicating a neutral trend. The MACD of -0.25 indicates Negative momentum. The RSI at 47.30 is Neutral, neither overbought nor oversold. The STOCH value of 77.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for INFL.
INFL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| INFL | $51.24 | $53.00(3.43% Upside) | $1.55B | 0.85% | 60Neutral |
 JGLO | $70.74 | $89.95(27.15% Upside) | $6.29B | 0.47% | 71Outperform |
 CGDG | $38.43 | $44.40(15.54% Upside) | $5.94B | 0.47% | 68Neutral |
 CGGE | $33.92 | $43.11(27.08% Upside) | $3.30B | 0.47% | 68Neutral |
 BDYN | $27.10 | $32.80(21.02% Upside) | $3.16B | 0.39% | 67Neutral |
 BFLX | $25.25 | $30.41(20.42% Upside) | $2.21B | 0.40% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| INFL | Horizon Kinetics Inflation Beneficiaries ETF | 51.24 | 7.97 | 18.41% | |
| JGLO | JPMorgan Global Select Equity ETF | 70.74 | 3.35 | 4.98% | |
| CGDG | Capital Group Dividend Growers ETF | 38.43 | 4.45 | 13.10% | |
| CGGE | Capital Group Global Equity ETF | 33.92 | 2.77 | 8.87% | |
| BDYN | iShares Dynamic Equity Active ETF | 27.10 | 1.69 | 6.66% | |
| BFLX | iShares Flexible Equity Active ETF | 25.25 | -0.02 | -0.09% |
This 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.