Close Menu
Fund Focus News
    Facebook X (Twitter) Instagram
    Trending
    • 3 Dividend ETFs Quietly Outperforming the Market Right Now
    • How the Largest Stock Funds Did in Q1 2026
    • 3-Year SIP reality check: Is your flexi-cap fund failing you? – Money Insights News
    • NRI Demat for Mutual Funds – Is It Mandatory?
    • Meet the 2 Vanguard ETFs That Are Issuing 6-for-1 Stock Splits in April. Here’s Why Both Are Buys Now.
    • Comparing ETF vs mutual funds
    • Bonds’ Oil-Driven Selloff Stalls as Growth Concerns Return
    • Should You Invest in Dividend Yield Funds? – Money Insights News
    Facebook X (Twitter) Instagram
    Fund Focus News
    • Home
    • Bonds
    • ETFs
    • Funds
    • Investments
    • Mutual Funds
    • Property Investments
    • SIP
    Fund Focus News
    Home»ETFs»These ETFs may benefit from more investment in U.S. manufacturing
    ETFs

    These ETFs may benefit from more investment in U.S. manufacturing

    August 25, 2024


    Investors who want to bet on a continued rebound in U.S. manufacturing should take a look at ETFs that hold stocks across different sectors to capture the theme, according to Bank of America. The bank’s ETF strategist Jared Woodard launched coverage of funds tracking this theme earlier this month. The idea has seen increased interest in recent years amid rising trade tensions and efforts of both Republicans and Democrats to boost domestic manufacturing. “The agenda is well known: 1. near-shoring production via trade policy, 2. protecting new industries, 3. investment in construction & manufacturing, not just intellectual R & D. The successes are less known,” Woodard said in an Aug. 6 note. Traditional sector funds don’t do a great job capturing this theme in one basket, so Bank of America prefers ETFs that have a wider scope. Woodard’s top ETF pick in the space is the First Trust RBA American Industrial Renaissance ETF (AIRR) . The fund, launched in 2014, has about $1.4 billion in assets and has outperformed the S & P 500 over the past decade, according to FactSet. Its top holdings include pipe maker Mueller Industries and road and infrastructure builder Granite Construction , though no one stock makes up more than 4% of the fund. AIRR ALL mountain This ETF has outperformed the S & P 500 over the past decade. “The fund has the most small and mid-cap exposure relative to other funds in our coverage. While AIRR has the highest expense ratio of the group, it has the best 5Y risk adjusted returns,” the Bank of America note said. The fund’s expense ratio is 0.70%. Second on Bank of America’s list is the Global X US Infrastructure ETF (PAVE) . As its name implies, PAVE is more heavily focused on industrial and materials stocks than AIRR. Its top holdings include refrigeration equipment maker Trane Technologies and industrial equipment provider United Rentals , again with no one stock accounting for 4% or more of the fund. “The fund screens for companies that derive their revenue from construction, engineering, raw materials, related productions and equipment, and industrial transportation,” the Bank of America note said. The Global X fund launched in 2017, so it doesn’t have as long a track record as AIRR. However, it is larger, with nearly $8 billion in assets, and has an average annualized return of more than 20% over the past five years, according to FactSet. PAVE also has a lower management fund than AIRR, with a cost of 0.47%.



    Source link

    Share. Facebook Twitter Pinterest LinkedIn Tumblr Telegram Email

    Related Posts

    3 Dividend ETFs Quietly Outperforming the Market Right Now

    April 2, 2026

    Meet the 2 Vanguard ETFs That Are Issuing 6-for-1 Stock Splits in April. Here’s Why Both Are Buys Now.

    April 2, 2026

    7 Best Thematic ETFs to Buy in 2026

    April 2, 2026
    Leave A Reply Cancel Reply

    Top Posts

    The Shifting Landscape of Art Investment and the Rise of Accessibility: The London Art Exchange

    September 11, 2023

    Charlie Cobham: The Art Broker Extraordinaire Maximizing Returns for High Net Worth Clients

    February 12, 2024

    3 Dividend ETFs Quietly Outperforming the Market Right Now

    April 2, 2026

    The Unyielding Resilience of the Art Market: A Historical and Contemporary Perspective

    November 19, 2023
    Don't Miss
    ETFs

    3 Dividend ETFs Quietly Outperforming the Market Right Now

    April 2, 2026

    Key PointsThe market rotation away from growth and tech and toward undervalued areas of the…

    How the Largest Stock Funds Did in Q1 2026

    April 2, 2026

    3-Year SIP reality check: Is your flexi-cap fund failing you? – Money Insights News

    April 2, 2026

    NRI Demat for Mutual Funds – Is It Mandatory?

    April 2, 2026
    Stay In Touch
    • Facebook
    • Twitter
    • Pinterest
    • Instagram
    • YouTube
    • Vimeo
    EDITOR'S PICK

    What is AIF? All about its benefits

    February 17, 2025

    Largest sovereign wealth fund in the world to review investments in Israel

    August 5, 2025

    Kotak, Bank of India Mutual Fund launch equity NFOs targeting momentum and mid-caps

    July 28, 2025
    Our Picks

    3 Dividend ETFs Quietly Outperforming the Market Right Now

    April 2, 2026

    How the Largest Stock Funds Did in Q1 2026

    April 2, 2026

    3-Year SIP reality check: Is your flexi-cap fund failing you? – Money Insights News

    April 2, 2026
    Most Popular

    🔥Juve target Chukwuemeka, Inter raise funds, Elmas bid in play 🤑

    August 20, 2025

    💵 Libra responds after Flamengo takes legal action and ‘freezes’ funds

    September 26, 2025

    ₹10,000 monthly SIP in this mutual fund has grown to ₹1.52 crore in 22 years

    September 17, 2025
    © 2026 Fund Focus News
    • Get In Touch
    • Privacy Policy
    • Terms and Conditions

    Type above and press Enter to search. Press Esc to cancel.