Horizon Kinetics Inflation Beneficiaries ETF

INFL

Market cap $1.43B

Value and income equities, exemplified by SCHD, are showing early signs of a market rotation after years of underperformance vs. the S&P 500. REITs currently trade at a significant discount to the S&P 500, improving long-term risk/reward profiles for patient investors. Retail real estate and multifamily housing are highlighted as sectors with substantial tailwinds, supported by supply-demand dynamics and favorable rental value propositions.

INFL targets inflation beneficiaries in energy, materials, and financials, aiming for positive real returns in inflationary environments. Performance has been robust since 2021, but the ETF is volatile and vulnerable to recession-driven drawdowns, as seen in April 2025. Key risks include a recession and policy-driven low energy prices, which could reduce the fund's effectiveness as an inflation hedge.

As inflation concerns continue to influence market dynamics in 2025 — especially after the most recent CPI print — investors are increasingly seeking equity-based strategies that can provide protection against rising prices. Several new and existing ETFs have emerged, each with distinct approaches to address inflation risk through sector exposure, asset allocation, and portfolio construction.

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NEW YORK, NY / ACCESS Newswire / February 24, 2025 / The portfolio management team of the Horizon Kinetics Inflation Beneficiaries ETF (NYSE:INFL) will host a webinar at 10am Eastern Time, on March 18th, 2025. INFL was launched in January 2021 and currently has approximately $1.1B in assets.

These ETF strategies may help you beat hot inflation.

Horizon Kinetics Inflation Beneficiaries ETF targets companies benefiting from inflation, focusing on the energy, financials, and materials sectors. INFL is primarily invested in the U.S. and Canada, shows value characteristics, and has outperformed the S&P 500 since its inception. On the downside, its track record is short, its expense ratio is excessive for the category, and it has underperformed a close competitor.

Actively managed equity ETFs have continued to gain traction in 2024 and risen in value. Some of the top performing funds were focused on in vogue, large-cap growth stocks such as the American Century Focused Dynamic Growth ETF (FDG) and the Fidelity Blue Chip Growth ETF (FBCG).

The annual inflation rate in the United States slowed for a sixth successive month to 2.4% in September 2024. However, figures came above forecasts of 2.3%.