(GUNR) Morningstar Global Upstream - Overview

ETF Category: Natural Resources | Exchange: NYSE ARCA (USA) | Market Cap: 7.405m USD | Total Return: 41.5% in 12m

Energy, Metals, Agriculture, Timber, Water
Total Rating 76
Safety 35
Buy Signal -0.09
Natural Resources
Category Rotation: -0.1
TER: 0.46%
AUM: 7.40B
Avg Turnover: 18.2M
Risk 3d forecast
Volatility14.5%
VaR 5th Pctl2.74%
VaR vs Median4.80%
Reward TTM
Sharpe Ratio2.10
Rel. Str. IBD65.1
Rel. Str. Peer Group46
Character TTM
Beta0.544
Beta Downside0.622
Hurst Exponent0.349
Drawdowns 3y
Max DD19.59%
CAGR/Max DD0.72
CAGR/Mean DD3.08

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: GUNR Morningstar Global Upstream

The FlexShares Morningstar Global Upstream Natural Resources Index Fund (GUNR) tracks a diversified index of equity securities from developed and emerging market companies involved in the upstream portion of the natural resources supply chain. The fund maintains a mandate to invest at least 80% of its total assets in the underlying index constituents, which include direct equities as well as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).

The upstream business model focuses specifically on the exploration and production stages of resource management, such as extracting crude oil, mining metals, or harvesting timber, rather than refining or retail distribution. This sector is characterized by high capital expenditure requirements and a direct correlation to raw commodity prices, often serving as a hedge against global inflation. Investors may find it useful to examine how these specific commodity weightings align with their portfolio goals on ValueRay.

Headlines to Watch Out For
  • Global commodity price cycles dictate revenue for upstream energy and metal producers
  • Geopolitical instability impacts supply chains and valuation of emerging market equity holdings
  • Global infrastructure demand drives industrial metal and timber segment profitability
  • Inflationary environments increase investor capital flows into tangible natural resource assets
  • Fluctuations in the US Dollar impact the competitiveness of international resource exports
What is the price of GUNR shares?

As of May 30, 2026, the stock is trading at USD 53.93 with a total of 346,363 shares traded.
Over the past week, the price has changed by -1.05%, over one month by -0.35%, over three months by -2.71% and over the past year by +41.52%.

Is GUNR a buy, sell or hold?

Morningstar Global Upstream has no consensus analysts rating.