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Horizon Kinetics Inflation Bnfcrs ETF INFL

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Kinetics Investment Hub

Morningstar’s Analysis INFL

Will INFL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable INFL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INFL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of INFL’s parent organization’s priorities and whether they’re in line with investors’ interests.

Proceed with caution.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Although Horizon Kinetics Inflation Beneficiaries ETF INFL has posted better-than-average returns since its 2021 inception, it’s tough to see how its replicable, thematic structure adds long-term value.

by Andrew Redden
Rated on Published on

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Portfolio Holdings INFL

More INFL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Viper Energy Inc Ordinary Shares - Class A

6.40 40.8 Mil
Energy

PrairieSky Royalty Ltd

6.37 40.6 Mil
Energy

Texas Pacific Land Corp

5.99 38.1 Mil
Energy

Wheaton Precious Metals Corp

5.96 37.9 Mil
Basic Materials

Intercontinental Exchange Inc

4.53 28.8 Mil
Financial Services

Franco-Nevada Corp

3.89 24.8 Mil
Basic Materials

Marsh & McLennan Companies Inc

3.77 24.0 Mil
Financial Services

Glencore PLC

3.64 23.2 Mil
Basic Materials

Archer-Daniels Midland Co

3.52 22.4 Mil
Consumer Defensive

Bunge Global SA

3.32 21.1 Mil
Consumer Defensive