Skip to Content
Morningstar

Inspire Tactical Balanced ETF RISN

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

Morningstar’s Analysis RISN

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

  • People Pillar

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

Weakness in Inspire Tactical Balanced ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RISN

More RISN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Floating Rate Treasury ETF

20.57 18.3 Mil
—

AutoZone Inc

1.38 1.2 Mil
Consumer Cyclical

Heico Corp

1.36 1.2 Mil
Industrials

Grupo Aeroportuario del Sureste SAB de CV ADR

1.36 1.2 Mil
Industrials

TransDigm Group Inc

1.35 1.2 Mil
Industrials

Genuine Parts Co

1.34 1.2 Mil
Consumer Cyclical

Cullen/Frost Bankers Inc

1.33 1.2 Mil
Financial Services

Tetra Tech Inc

1.32 1.2 Mil
Industrials

Texas Roadhouse Inc

1.31 1.2 Mil
Consumer Cyclical

CACI International Inc Class A

1.30 1.2 Mil
Technology