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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 lowest 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 2.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

0.56 903,728
Cash and Equivalents

ALX Oncology Holdings Inc Ordinary Shares

0.32 522,761
Healthcare

Semtech Corp

0.26 416,073
Technology

Coeur Mining Inc

0.25 413,027
Basic Materials

Geron Corp

0.24 389,105
Healthcare

Intra-Cellular Therapies Inc

0.24 387,284
Healthcare

Encore Wire Corp

0.24 384,888
Industrials

MaxLinear Inc

0.24 384,349
Technology

Hecla Mining Co

0.24 383,983
Basic Materials

Dorian LPG Ltd

0.23 369,459
Energy