INFLHorizon Kinetics Inflation Beneficiaries ETF
INFL Fund Description
INFL is an actively-managed fund seeking long-term capital growth in inflation-adjusted terms from companies expected to benefit, directly or indirectly, from inflation.
INFL Factset Analytics Insight
INFL is Horizon Kinetics’ first ETF launch, with an exposure to global companies expected to be inflation beneficiaries (typically those that can increase revenue without a corresponding increase in expenses in an inflationary environment). Such companies may include: exploration and production companies, mining companies, transportation companies, infrastructure and real estate companies (with an emphasis on “asset light” businesses with royalty, streaming, rental, brokerage, management, and leasing exposure). INFL may also have significant exposure to securities exchange companies. The fund’s portfolio will comprise of approximately 20-60 issuers of any market capitalization, and its investments will generally include common stocks, ownership units of publicly traded MLPs (including general and limited partnership interests), as well as units of royalty trusts.
INFL MSCI ESG Analytics Insight
Horizon Kinetics Inflation Beneficiaries ETF has an MSCI ESG Fund Rating of AA based on a score of 7.73 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Horizon Kinetics Inflation Beneficiaries ETF ranks in the 82nd percentile within its peer group and in the 94th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
INFL MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
INFL Summary Data
INFL Portfolio Data
INFL Index Data
INFL Portfolio Management
INFL Tax Exposures
INFL Fund Structure
INFL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of INFL. INFL is rated a 5 out of 5.
INFL Sector/Industry Breakdown
INFL Economic Development
INFL Performance Statistics
INFL MSCI ESG Ratings
INFL Benchmark Comparison Summary
INFL Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.