Morningstar

Inspire 500 ETF PTL

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

Morningstar’s Analysis PTL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Inspire 500 ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PTL

More PTL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

9.36 81M
Technology

ExxonMobil Holdings Corp

4.36 38M
Energy

Palantir Technologies Inc Ordinary Shares - Class A

2.50 22M
Technology

The Home Depot Inc

2.06 18M
Consumer Cyclical

Caterpillar Inc

1.86 16M
Industrials

GE Aerospace

1.85 16M
Industrials

Linde PLC

1.34 12M
Basic Materials

GE Vernova Inc

1.29 11M
Industrials

Arista Networks Inc

1.22 11M
Technology

NextEra Energy Inc

1.11 10M
Utilities

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