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As Geopolitical Risk Grows, Active Natural Resources ETF TURF Performs

BY | ETF Database
6:33 am ET 09/24/26 | 9 VIEWS
Active ETFs have become increasingly popular with investors in recent years, offering flexibility and upside potential. 2026 may have begun with investors already moving towards active ETFs, but a volatile year of geopolitical risk has highlighted their worth even more. The T. Rowe Price Natural Resource ETF (TURF ) has stood out with its active approach as geopolitical pressure has impacted energy and other resource prices.Key Takeaways: The active natural resources ETF TURF has done well this year amid growing numbers for energy and other important resources. TURF has returned 24% YTD and 35.7% over the last 12 months, per ETF Database data. The fund’s flexibility as an active ETF and its tight focus may make it a solid satellite addition. TURF charges a competitive 44 basis point fee to invest in companies involved in global resource extraction. The active natural resources ETF leans on T. Rowe Price’s fundamental research capabilities to inform its investments. It actively invests in companies involved in the upstream extraction of mineral, agricultural, and energy products. TURF applies a bottom-up approach to analyzing those firms, using value and growth metrics. Together, that helps the fund craft a portfolio of 60–80 stocks. That has helped the strategy return 35.7% over the last 12 months, according to ETF Database data. It has also performed well YTD, returning 24% in that time. TURF has benefitted from performance of key energy names in its portfolio like, of course, Exxon Mobil (XOM) and Shell (SHEL). They’ve returned 38% and 19.9% YTD. Globally, as energy and commodity costs rise, especially amid the ongoing Hormuz conflict and next year’s El Nino impacts, TURF may do well. The active natural resources ETF provides exposure to those trends with an active, flexible approach. Not only are energy costs rising for those commodities, but the Hormuz situation seriously impacts global nitrogen fertilizer production. See more: As Yields Rise, Active Shorter Duration Bond ETF TBUX Can Spike By relying on the firm’s global research platform, the fund can appeal as a satellite offering finding upside amid instability. Looking ahead, as more and more investors look to active ETF offerings, TURF makes for a solid opportunity to offset volatility. For more news, information, and analysis, visit our Active ETF Content Hub.

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