Inspire Small/Mid Cap ETFInspire Small/Mid Cap ETFInspire Small/Mid Cap ETF

Inspire Small/Mid Cap ETF

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Key stats


Assets under management (AUM)
‪203.18 M‬USD
Fund flows (1Y)
‪−5.41 M‬USD
Dividend yield (indicated)
1.23%
Discount/Premium to NAV
1.8%

About Inspire Small/Mid Cap ETF


Issuer
Inspire Impact Group LLC
Brand
Inspire
Expense ratio
0.59%
Inception date
Feb 28, 2017
Index tracked
Inspire Small/Mid Cap Impact Equal Weight Index
Management style
Passive
ISMD follows a principles-based, biblically responsible investing philosophy, screening for firms with products and policies aligned to evangelical Christian values. It screens out companies with any degree of involvement in certain activities: abortion, gambling, alcohol, human rights violations, and LGBT lifestyle. ISMD scores remaining firms by how well they align with its values, considering factors such as family time for employees, community philanthropy, environmental protection, or products that treat disease or support education. The 500 highest-scoring firms receive equal weights in the fund. The fund employs an equal-weighting scheme, which may cause a tilt toward smaller firms. The index is rebalanced quarterly. Between March 30 and August 19, 2022, the fund's name included a reference to 'ESG'. The name changes did not impact the fund strategy.

Classification


Asset Class
Equity
Category
Size and style
Focus
Extended market
Niche
Broad-based
Strategy
ESG
Weighting scheme
Equal
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Producer Manufacturing
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.