Inspire Small/Mid Cap ETF ISMD

Morningstar Medalist Rating

Morningstar’s Analysis ISMD

Will ISMD outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Inspire Small/Mid Cap 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.

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Portfolio Holdings ISMD

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings3.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

1.304M
Cash and Equivalents

Surgery Partners Inc

0.371M
Healthcare

Onterris Inc Ordinary Shares

0.341M
Industrials

PAR Technology Corp

0.311M
Technology

Appian Corp Class A

0.311M
Technology

Upbound Group Inc

0.311M
Technology

Enovis Corp

0.30990,866
Healthcare

Xencor Inc

0.30976,967
Healthcare

Donnelley Financial Solutions Inc

0.29962,052
Technology

Vertex Inc Class A

0.29961,655
Technology

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