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Inspire Tactical Balanced ETF RISN

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

Morningstar’s Analysis RISN

Will RISN 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 RISN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RISN 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 RISN’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Inspire Tactical Balanced ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RISN

More RISN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Floating Rate Treasury ETF

19.99 17.6 Mil
—

Fair Isaac Corp

1.23 1.1 Mil
Technology

EMCOR Group Inc

1.18 1.0 Mil
Industrials

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.18 1.0 Mil
Technology

NVR Inc

1.17 1.0 Mil
Consumer Cyclical

Amphenol Corp Class A

1.17 1.0 Mil
Technology

TJX Companies Inc

1.17 1.0 Mil
Consumer Cyclical

Icon PLC

1.16 1.0 Mil
Healthcare

Littelfuse Inc

1.16 1.0 Mil
Technology

Cognex Corp

1.16 1.0 Mil
Technology