Horizon Kinetics Inflation Etf Profile
| INFL Etf | USD 42.65 0.49 1.16% |
Performance19 of 100
| Odds Of DistressLess than 9
|
Horizon Kinetics is selling for 42.65 as of the 28th of November 2024. This is a 1.16 percent increase since the beginning of the trading day. The etf's lowest day price was 42.43. Horizon Kinetics has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Horizon Kinetics Inflation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund is an actively-managed ETF that seeks to achieve its investment objective by investing primarily in the equity securities of domestic and foreign companies that are expected to benefit, either directly or indirectly, from rising prices . Horizon Kinetics is traded on NYSEARCA Exchange in the United States.. More on Horizon Kinetics Inflation
Moving together with Horizon Etf
| 0.88 | PSP | Invesco Global Listed | PairCorr |
| 0.75 | GXTG | Global X Thematic | PairCorr |
| 0.93 | TMAT | Main Thematic Innovation Low Volatility | PairCorr |
Moving against Horizon Etf
Horizon Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Global Small/Mid Stock, Horizon Kinetics (View all Sectors) |
| Issuer | Horizon Kinetics Asset Management |
| Inception Date | 2021-01-11 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.11 Billion |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Horizon Kinetics Asset Management LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Steven Bregman, Peter B. Doyle, James Davolos |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 44.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.85 |
| Management Fee | 0.85 |
| Country Name | USA |
| Returns Y T D | 35.79 |
| Name | Horizon Kinetics Inflation Beneficiaries ETF |
| Currency Code | USD |
| Open Figi | BBG00YV34K23 |
| In Threey Volatility | 17.78 |
| 1y Volatility | 13.97 |
| 200 Day M A | 35.0113 |
| 50 Day M A | 39.5905 |
| Code | INFL |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.41 |
| Type | ETF |
Horizon Kinetics Inflation [INFL] is traded in USA and was established 2021-01-11. The fund is listed under Global Small/Mid Stock category and is part of Horizon Kinetics family. The entity is thematically classified as Strategy ETFs. Horizon Kinetics Inf currently have 1.16 B in assets under management (AUM). , while the total return for the last 3 years was 13.4%.
Check Horizon Kinetics Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Kinetics Inflation Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Horizon Kinetics Inf Currency Exposure
Horizon Kinetics Inflation holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Horizon Kinetics will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Horizon Kinetics Inflation.
Top Horizon Kinetics Inflation Etf Constituents
| NTR | Nutrien | Stock | Materials | |
| MTA | Metalla Royalty Streaming | Stock | Materials | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| CKN | Clarkson | Stock | Industrials | |
| ADM | Archer Daniels Midland | Stock | Consumer Staples | |
| GLEN | Glencore PLC | Stock | Materials | |
| JOE | St Joe Company | Stock | Real Estate | |
| SJT | San Juan Basin | Stock | Energy |
Horizon Kinetics Inf Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Horizon Kinetics. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1702 | |||
| Jensen Alpha | 0.1242 | |||
| Total Risk Alpha | 0.0479 | |||
| Sortino Ratio | 0.0817 |
Horizon Kinetics Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Horizon Kinetics Inflation. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of Horizon Kinetics Inf is measured differently than its book value, which is the value of Horizon that is recorded on the company's balance sheet. Investors also form their own opinion of Horizon Kinetics' value that differs from its market value or its book value, called intrinsic value, which is Horizon Kinetics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Horizon Kinetics' market value can be influenced by many factors that don't directly affect Horizon Kinetics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Horizon Kinetics' value and its price as these two are different measures arrived at by different means. Investors typically determine if Horizon Kinetics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Horizon Kinetics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.