Inspire Smallmid Cap Etf Profile
| ISMD Etf | USD 40.45 0.01 0.02% |
Performance8 of 100
| Odds Of DistressLess than 9
|
Inspire SmallMid is trading at 40.45 as of the 28th of November 2024, a 0.02 percent decrease since the beginning of the trading day. The etf's lowest day price was 40.45. Inspire SmallMid has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Inspire SmallMid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally invests at least 80 percent of its total assets in the component securities of the index. Inspire SmallMid is traded on NYSEARCA Exchange in the United States. More on Inspire SmallMid Cap
Moving together with Inspire Etf
Inspire Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Blend, Inspire (View all Sectors) |
| Issuer | Inspire Investing |
| Inception Date | 2017-02-27 |
| Benchmark | Inspire Small/Mid Cap Impact Equal Weight Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 212.41 Million |
| Average Trading Valume | 27,302.6 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Inspire Investing, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Darrell Jayroe, Robert Netzly, Isaac Beckel, Tim Schwarzenberger |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 30-Nov |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 500 |
| Market Maker | GTS |
| Total Expense | 0.59 |
| Management Fee | 0.3 |
| Country Name | USA |
| Returns Y T D | 18.73 |
| Name | Inspire SmallMid Cap Impact ETF |
| Currency Code | USD |
| Open Figi | BBG00G3NVS86 |
| In Threey Volatility | 21.87 |
| 1y Volatility | 20.42 |
| 200 Day M A | 36.0267 |
| 50 Day M A | 38.0536 |
| Code | ISMD |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
Inspire SmallMid Cap [ISMD] is traded in USA and was established 2017-02-27. The fund is listed under Small Blend category and is part of Inspire family. The entity is thematically classified as Small Cap ETFs. Inspire SmallMid Cap currently have 105.13 M in assets under management (AUM). , while the total return for the last 3 years was 6.2%.
Check Inspire SmallMid Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Inspire Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Inspire Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Inspire SmallMid Cap Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Inspire SmallMid Cap Currency Exposure
Inspire SmallMid Cap holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Inspire SmallMid will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Inspire SmallMid Cap.
Top Inspire SmallMid Cap Etf Constituents
| SOHU | SohuCom | Stock | Communication Services | |
| CATY | Cathay General Bancorp | Stock | Financials | |
| HAE | Haemonetics | Stock | Health Care | |
| TNET | TriNet Group | Stock | Industrials | |
| SFBS | ServisFirst Bancshares | Stock | Financials | |
| BIG | Big Lots | Stock | Consumer Discretionary | |
| UNIT | Uniti Group | Stock | Real Estate | |
| EVR | Evercore Partners | Stock | Financials |
Inspire SmallMid Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Inspire SmallMid. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0787 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0) |
Inspire SmallMid Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Inspire SmallMid Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of Inspire SmallMid Cap is measured differently than its book value, which is the value of Inspire that is recorded on the company's balance sheet. Investors also form their own opinion of Inspire SmallMid's value that differs from its market value or its book value, called intrinsic value, which is Inspire SmallMid's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Inspire SmallMid's market value can be influenced by many factors that don't directly affect Inspire SmallMid's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Inspire SmallMid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Inspire SmallMid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Inspire SmallMid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.