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INFL
+3.44 · +7.81%
$47.49 · NYSE ARCA

Horizon Kinetics Inflation Beneficiaries ETF (INFL) ETF Analysis | Global Small/Mid Stock

Horizon Kinetics · USA
AUM:$1.5B
#– of – in Global Small/Mid Stock ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 35.3% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is INFL?

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 (inflation). The fund's investments in equity securities are generally expected to include common stock, ownership units of publicly traded MLPs, and units of royalty trusts.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
INFL delivered 35.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 50.3% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.5B
Expense Ratio0.85%
Dividend Yield1.15%
Holdings46
Inception DateJan 2021
Domicile–
Distribution–
Index–
ProviderHorizon Kinetics
Beta0.73
CategoryGlobal Small/Mid Stock
CurrencyUSD
Portfolio Impact

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6168
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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.6%
1Y
+29.5%
3Y
+81.8%
5Y
+95.9%
OpenBook InsightIf you had invested £10,000 in INFL 5 years ago, it would have grown to £19,594 — a gain of £9,594.

Annual Returns

Calendar year performance

INFL delivered positive returns in 5 of the last 5 calendar years.
YearINFL
2026 YTD+23.7%
2025+16.9%
2024+24.4%
2023+4.0%
2022+3.0%
CAGR 4yr+11.7%
5/5 positive yearsAvg return: +14.4%Worst year: +3.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.4%
Low
Momentum
+10.5%
30-day change
Support Level
51.35
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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