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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 driven by strong core holdings like Aena SA, which combines robust revenue growth, high profitability, and an attractive dividend, and Canadian National Railway, which offers healthy financials, reasonable valuation, and positive momentum. Rail and utility names such as CSX, National Grid, and Williams Co further support the fund with operational improvements and strategic investments, though several utility holdings show bearish technical trends and leverage or cash flow concerns. A key risk is the fund’s exposure to highly leveraged infrastructure and energy companies, where cash flow and valuation pressures could weigh on future performance.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has recently been working well for investors.
Resilient Top Holdings
Most of the largest positions, including major utilities and transportation companies, have shown strong or steady performance, helping support the fund’s returns.
Global Infrastructure Diversification
Holdings spread across multiple countries and key infrastructure sectors like utilities, industrials, and energy help reduce reliance on any single market or industry.
Negative Factors
High Utilities Concentration
Nearly half of the portfolio is in utilities, which can increase sensitivity to sector-specific risks such as regulation and interest rate changes.
Moderately High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually reduce net returns compared with lower-cost alternatives.
Some Weak Top Holdings
A few of the largest positions, such as Sempra Energy and American Tower, have shown weaker recent performance, which can drag on overall results if the trend 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 like power lines, railroads, toll roads, and communication towers around the world. It doesn’t track a fixed index but is actively managed to follow the global infrastructure theme, with big names like NextEra Energy and Union Pacific among its top holdings. Investors might consider RIFR for diversification and potential long-term growth from steady, utility-style businesses plus global exposure. However, because it is concentrated in infrastructure and utilities, its value can still go up and down with interest rates, regulation changes, 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. Union Pacific and CSX have been the fund’s locomotives, with rising share prices helping offset weaker spots. Spanish airport operator Aena has also been a bright spot, adding some European lift. On the flip side, big utility names like NextEra and Sempra have been losing steam lately, dragging on returns. Overall, the ETF is globally diversified but clearly anchored in utilities and transportation infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Aena SA5.30%$2.27M€39.63B7.42%
80
Outperform
NextEra Energy4.75%$2.04M$170.72B13.59%
71
Outperform
Transurban Group4.63%$1.98MAU$43.65B8.09%
52
Neutral
Union Pacific4.62%$1.98M$182.62B37.50%
72
Outperform
CSX3.45%$1.48M$94.99B57.74%
78
Outperform
Duke Energy3.40%$1.46M$93.76B-1.83%
70
Outperform
American Electric Power3.26%$1.40M$66.59B10.17%
69
Neutral
National Grid3.09%$1.33M£58.81B12.39%
76
Outperform
Canadian National Railway2.43%$1.04M$76.16B30.20%
77
Outperform
Williams Co2.42%$1.04M$90.18B27.38%
76
Outperform

RIFR Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
28.81
Negative
100DMA
28.60
Negative
200DMA
27.82
Positive
Market Momentum
MACD
-0.08
Positive
RSI
43.38
Neutral
STOCH
21.89
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RIFR, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.72, equal to the 50-day MA of 28.81, and equal to the 200-day MA of 27.82, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 43.38 is Neutral, neither overbought nor oversold. The STOCH value of 21.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RIFR.

RIFR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$43.71M0.59%
66
Neutral
$47.06M0.96%
66
Neutral
$46.27M0.65%
57
Neutral
$8.17M0.49%
60
Neutral
$6.88M0.65%
63
Neutral
$412.55K0.45%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RIFR
Global Infrastructure Active ETF
28.49
3.47
13.87%
GLIX
Lazard Listed Infrastructure ETF
CSIO
Cohen & Steers Infrastructure Opportunities Active ETF
BILD
Macquarie Global Listed Infrastructure ETF
IQRA
IQ CBRE Real Assets ETF
GARA
Guinness Atkinson Real Assets Income 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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