INFLHorizon Kinetics Inflation Beneficiaries ETF
Seeks long-term growth of capital in real (inflation-adjusted) terms.
By Horizon Kinetics · Launched 2021
Annual Cost
0.85%
#4,514 of 5,861 · expensive
Fund Size
$1.5B
#911 of 5,861 · large
Return (1Y)Goal
+24.2%
Track Record
5 years
#2,225 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,518+25.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 48.9% of fundmoderately concentrated
Wheaton Precious Metals Corp
6.5%
Texas Pacific Land Corp
5.7%
Landbridge Co LLC
5.6%
Franco-Nevada Corp
5.2%
Viper Energy Inc
4.8%
PrairieSky Royalty Ltd
4.8%
WaterBridge Infrastructure LLC
4.4%
Cameco Corp
4.2%
OR Royalties Inc
4.0%
US BANK MMDA - USBGFS 7USBGFS7
3.8%
Asset allocation
Stocks
97.2%
Cash
2.2%
Other
0.6%
By sector
Energy
44.9%
Financial Services
23.6%
Basic Materials
20.8%
Utilities
3.2%
Consumer Defensive
2.6%
Industrials
2.0%
Real Estate
1.3%
Healthcare
1.3%
Other
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.4%Moderate
Year-on-year price swings
Max drawdown
-21.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.26Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital in real (inflation-adjusted) terms.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of domestic and foreign companies expected to benefit from rising prices (inflation). Focuses on small- to large-cap companies, with significant exposure to the Energy Sector and companies domiciled in the U.S., Australia, Canada, and Europe.
- Inception date
- January 11, 2021
- Fund family
- Horizon Kinetics
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Data updated on 2026-08-04