TipRanks
Advertisement

NANR - ETF AI Analysis

Compare

Top Page

NANR

SPDR S&P North American Natural Resources ETF (NANR)

Rating:72Outperform
Price Target:―
NANR, the SPDR S&P North American Natural Resources ETF, has a solid overall rating, largely driven by strong, well-established resource companies like Exxon Mobil and Chevron, which bring robust financial performance, strategic growth initiatives, and attractive dividends to the portfolio. High-quality miners such as Newmont, Agnico Eagle, and Barrick also support the rating with strong profitability and generally positive outlooks, though some holdings like Freeport-McMoRan and ADM face operational risks, weaker growth, or valuation concerns. The main risk for NANR is its concentration in natural resources, meaning the fund is heavily exposed to commodity price swings and sector-specific challenges.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its natural resources focus.
Leading Energy and Materials Holdings
Several of the largest energy and materials stocks in the portfolio have performed strongly, helping drive the fund’s overall returns.
Moderate Expense Ratio
The fund’s fee is reasonably low for a specialized sector ETF, allowing investors to keep more of the returns generated by its holdings.
Negative Factors
Heavy Sector Concentration
Nearly all assets are tied to energy and materials, which increases risk if commodity-related sectors face a downturn.
Underperforming Mining Stocks
Some of the key mining holdings have shown weak performance, which can drag on the ETF’s results if the trend continues.
Limited Geographic Diversification
The fund is heavily focused on North American companies, offering little exposure to other regions that might perform differently.

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

NANR Summary

NANR is the SPDR S&P North American Natural Resources ETF, which follows the S&P BMI North American Natural Resources Index. It focuses on companies tied to energy, metals, and agriculture, mostly in the U.S. and Canada. Well-known holdings include Exxon Mobil and Chevron, along with major mining and farming-related businesses. Someone might invest in NANR to gain diversified exposure to natural resource companies that can benefit from global demand for energy and raw materials and may help during periods of inflation. A key risk is that it is heavily tied to commodity prices, so the value can rise and fall sharply with the natural resources market.
How much will it cost me?The SPDR S&P North American Natural Resources ETF (NANR) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it focuses on a specific sector, requiring more specialized management.
What would affect this ETF?The SPDR S&P North American Natural Resources ETF (NANR) could benefit from rising global demand for energy and raw materials, especially as inflation increases, which historically strengthens natural resource investments. 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. Its heavy exposure to energy and materials sectors, along with top holdings like Exxon Mobil and Chevron, makes it sensitive to oil price volatility and geopolitical events affecting resource production.

NANR Top 10 Holdings

NANR is riding a powerful North American commodities wave, with oil giants like Exxon Mobil and Chevron doing much of the heavy lifting as energy prices stay supportive and these names keep trending higher. On the materials side, copper-focused Freeport-McMoRan and gold producers like Newmont and Agnico Eagle are also rising, giving the fund a strong one-two punch from both industrial and precious metals. A few agricultural names such as Corteva and Archer Daniels Midland are more mixed, occasionally losing steam, but the ETF remains firmly anchored in energy and mining across the U.S. and Canada.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil10.60%$86.98M$666.71B37.00%
74
Outperform
Chevron7.09%$58.17M$406.32B27.65%
71
Outperform
Newmont Mining3.99%$32.74M$127.81B42.44%
81
Outperform
Freeport-McMoRan3.19%$26.20M$103.51B102.26%
67
Neutral
Corteva3.08%$25.25M$53.01B15.32%
75
Outperform
Agnico Eagle3.04%$24.97M$98.65B19.01%
80
Outperform
Conocophillips2.90%$23.81M$155.38B29.26%
78
Outperform
Archer Daniels Midland2.29%$18.75M$39.46B33.86%
64
Neutral
Barrick Mining2.19%$17.99M$69.59B24.36%
80
Outperform
Marathon Petroleum2.10%$17.26M$109.79B98.06%
66
Neutral

NANR Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price―
Price Trends
50DMA
85.99
Positive
100DMA
82.87
Positive
200DMA
80.32
Positive
Market Momentum
MACD
-0.04
Positive
RSI
42.30
Neutral
STOCH
4.87
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NANR, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 89.02, equal to the 50-day MA of 85.99, and equal to the 200-day MA of 80.32, indicating a neutral trend. The MACD of -0.04 indicates Positive momentum. The RSI at 42.30 is Neutral, neither overbought nor oversold. The STOCH value of 4.87 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NANR.

NANR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
――$821.18M0.35%
72
Outperform
――$942.60M0.68%
68
Neutral
――$783.34M0.37%
72
Outperform
――$513.39M0.69%
67
Neutral
――$291.97M0.80%
67
Neutral
――$114.59M0.75%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NANR
SPDR S&P North American Natural Resources ETF
86.09
22.61
35.62%
MLPI
NEOS MLP & Energy Infrastructure High Income ETF
―
―
―
IGE
iShares North American Natural Resources ETF
―
―
―
UMI
USCF Midstream Energy Income Fund ETF
―
―
―
MDST
Westwood Salient Enhanced Midstream Income ETF
―
―
―
USAI
Pacer American Energy Independence 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: ―
Table of Contents
Advertisement