WPM - INFL: Not The Best Inflation-Focused ETF

2024-06-14 11:54:57 ET

Summary

• Horizon Kinetics Inflation Beneficiaries ETF is an actively managed ETF investing in companies expected to benefit from rising real asset prices.
• The portfolio is concentrated in the U.S. and Canada, overweight in energy, materials, and financials.
• The INFL ETF has underperformed the S&P 500 since its inception in 2021, lagging another inflation-focused ETF.

INFL Strategy

Horizon Kinetics Inflation Beneficiaries ETF ( INFL ) is an actively managed ETF investing in domestic and foreign companies expected to benefit from rising prices of real assets. It was launched on 1/11/2021 and has a portfolio of 44 stocks, a 30-day SEC yield of 1.39% and an expense ratio of 0.85%. Distributions are paid quarterly....

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