Morningstar

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.

Strength in Horizon Kinetics Inflation Bnfcrs ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 50.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Texas Pacific Land Corp

7.37 62.4 Mil
Energy

LandBridge Co LLC Class A shares

6.91 58.6 Mil
Energy

Viper Energy Inc Ordinary Shares - Class A

6.27 53.1 Mil
Energy

Wheaton Precious Metals Corp

5.99 50.8 Mil
Basic Materials

PrairieSky Royalty Ltd

5.68 48.2 Mil
Energy

US BANK MMDA - USBGFS 7

5.08 43.1 Mil
Cash and Equivalents

Intercontinental Exchange Inc

4.75 40.2 Mil
Financial Services

CACI International Inc Class A

3.55 30.1 Mil
Technology

Franco-Nevada Corp

3.51 29.8 Mil
Basic Materials

Deutsche Boerse AG

3.17 26.9 Mil
Financial Services

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