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Morningstar

Inspire Small/Mid Cap ETF ISMD

Morningstar Medalist Rating
Medalist Rating as of | See Inspire Investment Hub

Morningstar’s Analysis ISMD

Will ISMD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISMD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISMD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ISMD’s parent organization’s priorities and whether they’re in line with investors’ interests.

Inspire Small/ Mid Cap ETF retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISMD

More ISMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

0.85 1.6 Mil
Cash and Equivalents

Deciphera Pharmaceuticals Inc

0.33 601,129
Healthcare

Coeur Mining Inc

0.32 583,568
Basic Materials

Ameresco Inc Class A

0.31 569,383
Industrials

Benchmark Electronics Inc

0.31 560,861
Technology

Blue Bird Corp

0.30 557,470
Consumer Cyclical

ADMA Biologics Inc

0.29 540,132
Healthcare

Semtech Corp

0.29 528,359
Technology

Pulse Biosciences Inc

0.28 523,307
Healthcare

Dorian LPG Ltd

0.27 502,899
Energy