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Inspire Tactical Balanced ETF RISN

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.

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

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings RISN

  • Current Portfolio Date
  • Equity Holdings 69
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WisdomTree Floating Rate Treasury ETF

18.79
15,789,529
1.37
1,148,234
Consumer Cyclical
1.22
1,027,543
Technology
1.22
1,027,516
Financial Services
1.22
1,021,786
Industrials
1.21
1,020,702
Communication Services
1.21
1,020,321
Technology
1.21
1,016,336
Industrials
1.21
1,014,417
Consumer Cyclical
1.21
1,013,617
Healthcare