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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, suggesting it holds a generally strong mix of natural resource companies with some areas of caution. High-quality holdings like Canadian Natural and Agnico Eagle support the fund’s appeal through strong financial performance, efficient operations, and positive outlooks, while diversified exposure to leaders such as Exxon Mobil and Shell further strengthens its profile; however, names like ADM and Freeport-McMoRan introduce some drag due to revenue growth challenges and operational risks. The main risk factor is the fund’s focus on natural resource and energy-related companies, which can make it more sensitive to commodity price swings and sector-specific volatility.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its natural resource holdings.
Leading Holdings Performing Well
Many of the top positions, including major energy and materials companies, have delivered strong year-to-date results, helping support the fund’s overall returns.
Global Natural Resource Exposure
Holdings spread across the U.S., Canada, the UK, Australia, and other countries give investors access to natural resource companies from several key regions.
Negative Factors
Sector Concentration Risk
A large majority of the portfolio is in materials and energy stocks, which can make the fund more sensitive to swings in commodity prices and resource demand.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, so fees may be higher than some broad market ETFs even though they are reasonable for a specialized strategy.
Limited Industry Diversification
With only small allocations outside of natural resource–related sectors, the ETF offers less balance if these industries fall out of favor.

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, including energy, agriculture, and mining companies. It doesn’t track a fixed index but instead relies on T. Rowe Price’s research to pick stocks. Well-known holdings include Exxon Mobil and Chevron in energy, and Nutrien in agriculture. Investors might consider TURF if they want targeted exposure to natural resources for potential growth and diversification away from pure tech or broad market funds. A key risk is that it is heavily tied to commodity-related sectors, which can be very volatile and move sharply with global economic and commodity price swings.
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 energy and materials, with Big Oil names like Exxon Mobil and Chevron doing much of the heavy lifting as they continue to rise on solid cash generation. Canadian Natural has also been a bright spot, adding fuel to the fund’s recent momentum. On the materials side, BHP is climbing steadily, while agricultural plays like Corteva and ADM are providing a more mixed but generally supportive backdrop. Offsetting some of that strength, Nutrien and gold miner Agnico Eagle have been lagging, acting as a bit of a brake on performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Corteva5.29%$6.38M$51.52B7.52%
75
Outperform
Exxon Mobil4.41%$5.33M$621.41B44.56%
74
Outperform
Shell (UK)4.26%$5.14M£179.40B28.71%
73
Outperform
Nutrien3.78%$4.56M$32.30B12.47%
75
Outperform
Archer Daniels Midland3.49%$4.21M$39.00B67.47%
64
Neutral
Chevron3.43%$4.14M$373.05B34.44%
71
Outperform
BHP Group Ltd3.37%$4.06MAU$311.14B79.84%
68
Neutral
Agnico Eagle2.77%$3.34M$81.91B36.80%
80
Outperform
Freeport-McMoRan2.62%$3.16M$91.10B50.94%
67
Neutral
Canadian Natural2.58%$3.11MC$133.00B46.39%
81
Outperform

TURF Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
34.70
Negative
100DMA
34.17
Negative
200DMA
30.85
Positive
Market Momentum
MACD
-0.25
Positive
RSI
33.27
Neutral
STOCH
21.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TURF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.47, equal to the 50-day MA of 34.70, and equal to the 200-day MA of 30.85, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 33.27 is Neutral, neither overbought nor oversold. The STOCH value of 21.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TURF.

TURF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$120.72M0.44%
60
Neutral
$893.83M0.75%
57
Neutral
$477.30M0.85%
56
Neutral
$456.79M0.58%
65
Neutral
$396.78M0.39%
58
Neutral
$111.28M0.50%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TURF
T. Rowe Price Natural Resource ETF
33.05
7.99
31.88%
MGNR
American Beacon GLG Natural Resources ETF
BITQ
Bitwise Crypto Industry Innovators ETF
ALAI
Alger AI Enablers & Adopters ETF
CCNR
CoreCommodity Natural Resources ETF
CSNR
Cohen & Steers Natural Resources Active 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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