ATLASSprott Rare Earths Ex-China ETF (REXC): outlook, holdings and fees
Sprott Rare Earths Ex-China ETF (REXC) is an exchange-traded fund and is managed by Sprott. The ten largest holdings are 74% of the fund.
Fund data as of Oct 14, 2026 · Price Nov 2, 2026
ATLAS view on REXC
| Last price | $13.00 (-0.3%) |
|---|---|
| ATLAS chance of a higher price in 1 month | 50% |
| Likely 1-month range (50%) | $12.12 – $13.92 |
| Normal 1-day range (±1σ) | ±2.4% |
ATLAS probabilities use the same calibrated model as every stock page. A fair value is shown for companies, not funds; the holdings below link to the fair value of each company.
REXC fund facts
| Issuer | Sprott |
|---|---|
| Theme | China |
| Assets under management | $77.5M |
| Number of holdings | 39 |
| Inception | Apr 14, 2026 |
| Exchange | NASDAQ |
The fund will, under normal circumstances, invest at least 80% of its total assets in securities of the index. The index is designed to track the performance of companies that derive at least 50% of their revenue and/or assets from mining, exploration, development, separation, refining, or production of rare earth minerals ("Rare Earths Companies"). It is non-diversified.
REXC top holdings
| Holding | Sector | Weight |
|---|---|---|
| MP Materials Corp MP | Basic Materials | 19.93% |
| Lynas Rare Earths Ltd LYC | Basic Materials | 18.76% |
| Sunrise Energy Metals Ltd SRL | Industrials | 6.05% |
| USA Rare Earth, Inc. USAR | Basic Materials | 5.55% |
| Neo Performance Materials Inc NEO | Basic Materials | 5.33% |
| Iluka Resources Ltd ILU | Basic Materials | 4.67% |
| Critical Metals Corp. Ordinary Shares CRML | Basic Materials | 3.91% |
| Arafura Rare EARTHS Ltd ARU | Basic Materials | 3.79% |
| NioCorp Developments Ltd. Common Stock NB | Basic Materials | 3.17% |
| Meteoric Resources NL MEI | Basic Materials | 3.01% |
Holdings with an ATLAS page link to their probability range, fair value and earnings calendar.
REXC sector breakdown
| Sector | Weight |
|---|---|
| Basic Materials | 92.2% |
| Industrials | 6.1% |
| Energy | 1.8% |
By region: Australasia 50.3%, North America 43.2%, United Kingdom 5.4%, Latin America 1.1%.
REXC: frequently asked questions
What does REXC invest in?
Sprott Rare Earths Ex-China ETF invests in a portfolio of securities. Its largest holdings are MP Materials Corp (19.9%), Lynas Rare Earths Ltd (18.8%), Sunrise Energy Metals Ltd (6.1%), USA Rare Earth, Inc. (5.6%), Neo Performance Materials Inc (5.3%).
Will REXC go up?
Nobody can know. The ATLAS model puts the chance of a higher price in one month at 50%, with a likely range (50%) of $12.12 to $13.92 from $13.00 today. It is a probability, not a prediction.
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Educational information, not investment advice. Disclaimer