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Morningstar

Inspire Corporate Bond ETF IBD

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

Morningstar’s Analysis IBD

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

  • People Pillar

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

Weakness in Inspire Corporate Bond 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBD

More IBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Devon Energy Corporation 5.85%

1.24 3.6 Mil
Corporate

Trimble Inc 4.9%

1.22 3.5 Mil
Corporate

Loews Corporation 3.75%

1.21 3.5 Mil
Corporate

Arch Capital Finance LLC 4.011%

1.19 3.5 Mil
Corporate

Cboe Global Markets Inc 3.65%

1.19 3.5 Mil
Corporate

Valero Energy Corp. 4.35%

1.19 3.5 Mil
Corporate

Dollar General Corporation 3.875%

1.19 3.5 Mil
Corporate

Alexandria Real Estate Equities, Inc. 4.9%

1.19 3.4 Mil
Corporate

Amphenol Corporation 4.35%

1.19 3.4 Mil
Corporate

Autozone, Inc. 3.75%

1.18 3.4 Mil
Corporate