The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Inspire Small/Mid Cap ETF ISMD
Morningstar’s Analysis ISMD
Will ISMD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 4.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cash & Cash Equivalents | 1.03 | 1.9 Mil | Cash and Equivalents |
Viking Therapeutics Inc | 0.87 | 1.6 Mil | Healthcare |
Super Micro Computer Inc | 0.69 | 1.2 Mil | Technology |
MicroStrategy Inc Class A | 0.59 | 1.1 Mil | Technology |
EMCOR Group Inc | 0.31 | 563,247 | Industrials |
Kinsale Capital Group Inc | 0.31 | 552,403 | Financial Services |
Modine Manufacturing Co | 0.31 | 547,878 | Consumer Cyclical |
Geron Corp | 0.30 | 540,692 | Healthcare |
Masonite International Corp | 0.30 | 535,952 | Industrials |
Comfort Systems USA Inc | 0.30 | 531,629 | Industrials |