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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Inspire Corporate Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IBD

More IBD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Autozone, Inc. 3.75%

2.38 12M
Corporate

Valero Energy Corp. 4.35%

2.37 11M
Corporate

Amphenol Corporation 4.35%

2.35 11M
Corporate

Alexandria Real Estate Equities, Inc. 4.9%

2.33 11M
Corporate

Camden Property Trust 4.9%

2.28 11M
Corporate

Sun Communities Operating Limited Partnership 2.3%

2.26 11M
Corporate

Mondelez International Inc. 4.75%

2.26 11M
Corporate

GE Vernova Inc. 4.875%

2.26 11M
Corporate

MSCI Inc. 5.25%

2.26 11M
Corporate

Automatic Data Processing, Inc. 4.45%

2.24 11M
Corporate

Sponsor Center