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FlexShares Morningstar Global Upstream Natural Resources Index Fund(GUNR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GUNR
11/06/2026: GUNR (2-star) is currently NOT-A-BUY. Pass it for now.
GUNR provides diversified global exposure to upstream natural resource companies across energy, mining, and agriculture. It is a robust option for investors looking to hedge against inflation or gain cyclical exposure, backed by the institutional strength of Northern Trust. While it offers strong long-term potential, its primary risks include sector-specific volatility and high sensitivity to global economic cycles. It is best suited for investors with a moderate to high risk tolerance who are looking to balance a traditional equity portfolio with commodity-linked assets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The cyclical nature of commodities may offer growth phases, but the fund is not a traditional high-growth tech or innovation play. |
| Momentum investor | Strong fit while signal remains positive | When commodity prices are trending upward, the fund often exhibits strong relative momentum. |
| Value investor | Strong fit | Many upstream resource companies trade at attractive valuations compared to broader market indices, making this a frequent value play. |
| Dividend/Income investor | Strong fit | The fund provides exposure to many large-cap, cash-flow-positive resource companies that typically pay reliable dividends. |
| Low-risk investor | Weak fit | High sensitivity to commodity price cycles leads to significant volatility that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a tactical inflation hedge or a long-term core holding in the commodity sector who can withstand cyclical volatility.
Suitability
GUNR is best suited for long-term investors seeking diversification and those who use it as a strategic 'satellite' position in a broader portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Commodity-linked equities are subject to sharp price swings based on global economic data and geopolitical events. |
| Market risk | Medium / high | The fund is subject to systemic market downturns that affect global equity markets. |
| Concentration | Medium | While globally diversified, it is heavily concentrated in the cyclical Energy and Materials sectors. |
| Tracking/expense | Low | The fund has a competitive expense ratio and generally tracks its index effectively. |
| Liquidity | Low | Large assets under management ensure deep liquidity in the ETF's own shares. |
| Business/sector quality | Medium | The upstream focus relies heavily on successful exploration and production outcomes. |
Risk Analysis
Volatility
GUNR exhibits higher-than-average volatility compared to the S&P 500, driven by the inherent price fluctuations of commodities.
Market Risk
Risks include global economic slowdowns, commodity price crashes, and regulatory hurdles in the mining and energy sectors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Energy | 35 | Provides exposure to global oil, gas, and renewable energy companies involved in upstream production. |
| Sector | Materials (Metals & Mining) | 35 | Offers access to industrial and precious metals miners, which can serve as a hedge against inflation. |
| Sector | Agriculture and Timber | 25 | Captures demand for soft commodities and forestry products through global agribusiness and paper/timber companies. |
| Cash/collateral | Cash and Equivalents | 5 | Small liquidity buffer held for fund operational purposes and rebalancing. |
Analysis of Past Performance
Type ETF | Historic Profit 19.55% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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