It’s been a very healthy start to 2026 for energy stocks, and for good reason. A number of factors are coming together to boost their appeal, with data center energy demand and deregulation adding to their case. Of course, while one could simply invest in passive ETFs to get exposure therein, active ETFs may have more to offer.
See more: Active Tech ETF TTEQ Signaling a Buy to End 2025
The active natural resources ETF TURF, for example, offers more than just exposure to energy stocks. TURF, the T. Rowe Price Natural Resources ETF has had a strong start to 2026 with a 13% return. It has ridden some of these exciting trends to success over longer periods as well, returning 23.2% over the last three months according to ETF Database data.
The strategy, which only launched in June last year, leans on fundamental research to identify and invest in stocks tied to natural resources overall. Although the ETF itself is fairly new, the portfolio is managed by an experienced team at T. Rowe Price with a long history in the category. The ETF’s remit, then, gives it the ability to not only invest in the strongest energy stocks, but also other areas indirectly tied to key trends like data center construction and energy demand.
TURF’s Active Exposure to Energy Stocks, Natural Resources
Specifically, the fund actively invests in companies in the upstream extraction of mineral, agriculture, and energy products. The managers have latitude, but focus primarily on firms included in the MSCI GICS natural resources sector. TURF’s bottom up approach allows it to invest in companies of any market cap based on either growth or value views that otherwise meet the expected sector and fundamental standards.
So, while this year does offer some strong trends for energy stocks and other natural resources, there are risks. Geopolitics, specifically, looms over energy prices. The suddenness of the U.S. attack on Venezuela, in particular, may give markets pause about energy volatility even if it may unlock more potential for the sector in the future. Active adaptability can help TURF outperform passive rivals if events do require it. For those looking for an exciting satellite allocation, it could be one to watch.
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