Morningstar

Inspire Small/Mid Cap ETF ISMD

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

Morningstar’s Analysis ISMD

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

  • People Pillar

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

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ISMD

More ISMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash & Cash Equivalents

0.49 2M
Cash and Equivalents

Surgery Partners Inc

0.32 1M
Healthcare

Netskope Inc Ordinary Shares - Class A

0.30 975,160
Technology

Pacira BioSciences Inc

0.28 938,538
Healthcare

Appian Corp Class A

0.28 918,696
Technology

HighPeak Energy Inc Ordinary Shares

0.26 848,027
Energy

Blackbaud Inc

0.25 836,700
Technology

Workiva Inc Class A

0.25 824,739
Technology

Apogee Enterprises Inc

0.25 823,599
Industrials

Trupanion Inc

0.25 811,658
Financial Services

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