Horizon Etf Profile

INFL -  USA Etf  

USD 31.13  0.13  0.42%

Horizon Kinetics is selling for 31.13 as of the 18th of October 2021. This is a 0.42 percent up since the beginning of the trading day. The etf's lowest day price was 31.06. Horizon Kinetics has less than a 17 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 19th of August 2021 and ending today, the 18th of October 2021. Click here to learn more.
 Market Performance
9 of 100
  Odds Of Distress
Less than 17
The investment seeks long-term growth of capital in real terms. Horizon Kinetics is traded on NYSEArca Exchange in the United States.. More on Horizon Kinetics Inflation

Horizon Kinetics Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Horizon Kinetics' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Horizon Kinetics or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The fund retains 98.42% of its assets under management (AUM) in equities
Legal NameHorizon Kinetics Inflation
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Horizon Kinetics' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyUndervalued
IssuerHorizon Kinetics Asset Management
DescriptionHorizon Kinetics Inflation Beneficiaries ETF
Inception Date2021-01-11
Entity TypeRegulated Investment Company
Asset Under Management754.85 Million
Asset TypeEquity
Market ConcentrationBlended Development
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorHorizon Kinetics Asset Management LLC
CustodianU.S. Bank, N.A.
DistributorForeside Fund Services, LLC
Portfolio ManagerSteven Bregman, Peter B. Doyle, James Davolos
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End31-Oct
ExchangeNYSE Arca, Inc.
Number of Constituents39.0
Total Expense0.85
Management Fee0.85
Nav Price29.51
Two Hundred Day Average29.65
Average Daily Volume In Three Month246.82k
Fifty Two Week Low24.07
As Of Date30th of June 2021
Average Daily Volume Last 10 Day341.68k
Fifty Two Week High31.23
One Month0.84%
Fifty Day Average30.0
Three Month11.07%
Horizon Kinetics Inflation [INFL] is traded in USA and was established 2021-01-11. The fund is listed under Strategy category and is part of Horizon Kinetics family. This fund currently have 631.17 M in assets under management (AUM). Horizon Kinetics Inf is currently generating year-to-date return of 1.21%.
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 Kinetics , and the less return is expected.

Horizon Kinetics Inf Currency Exposure (%)

Top Horizon Kinetics Inflation Constituents

Horizon Kinetics Target Price Odds Analysis

What are Horizon Kinetics' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Horizon Kinetics jumping above the current price in 90 days from now is near 1%. The Horizon Kinetics Inflation probability density function shows the probability of Horizon Kinetics etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Horizon Kinetics has a beta of 0.8838. This usually indicates Horizon Kinetics Inflation market returns are highly reactive to returns on the market. As the market goes up or down, Horizon Kinetics is expected to follow. Additionally, the company has an alpha of 0.071, implying that it can generate a 0.071 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 31.13HorizonTargetOdds Up 31.13 
99.57%90 days
Based on a normal probability distribution, the odds of Horizon Kinetics to move above the current price in 90 days from now is near 1 (This Horizon Kinetics Inflation probability density function shows the probability of Horizon Etf to fall within a particular range of prices over 90 days) .

Horizon Kinetics Major Institutional Holders

Institutional Holdings refers to the ownership stake in Horizon Kinetics that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Horizon Kinetics' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Horizon Kinetics' value.
InstituionSecurity TypeTotal SharesValue
Lowe Wealth Advisors LlcFund Units48 K1.4 M
View Horizon Kinetics Diagnostics

Horizon Kinetics Inf Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Horizon Kinetics market risk premium is the additional return an investor will receive from holding Horizon Kinetics long position in a well-diversified portfolio. 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. Although Horizon Kinetics' alpha and beta are two of the key measurements used to evaluate Horizon Kinetics' performance over the market, the standard measures of volatility play an important role as well.

Horizon Kinetics Inf Technical Analysis

Horizon Kinetics Against Markets

Picking the right benchmark for Horizon Kinetics etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Horizon Kinetics etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Horizon Kinetics is critical whether you are bullish or bearish towards Horizon Kinetics Inflation at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Horizon Kinetics without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please see Risk vs Return Analysis. Note that the Horizon Kinetics Inf information on this page should be used as a complementary analysis to other Horizon Kinetics' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fund Screener module to find activelly-traded funds from around the world traded on over 30 global exchanges.

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When running Horizon Kinetics Inf price analysis, check to measure Horizon Kinetics' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Horizon Kinetics is operating at the current time. Most of Horizon Kinetics' value examination focuses on studying past and present price action to predict the probability of Horizon Kinetics' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Horizon Kinetics' price. Additionally, you may evaluate how the addition of Horizon Kinetics to your portfolios can decrease your overall portfolio volatility.
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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 Inf underlying business (such as 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 Horizon Kinetics value 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.