Inspire Smallmid Cap Etf Profile

ISMD Etf  USD 36.01  0.18  0.50%   

Performance

6 of 100

 
Low
 
High
Modest

Odds Of Distress

Less than 9

 
100  
 
Zero
Low
Inspire SmallMid is trading at 36.01 as of the 29th of March 2024, a 0.50 percent up since the beginning of the trading day. The etf's lowest day price was 35.9. Inspire SmallMid has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest 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 April 2022 and ending today, the 29th of March 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

  0.93VB Vanguard Small-Cap IndexPairCorr
  0.94IJR IShares Core SPPairCorr
  0.98IWM IShares Russell 2000 Aggressive PushPairCorr
  0.98VRTIX Vanguard Russell 2000PairCorr
  0.98VTWO Vanguard Russell 2000PairCorr
  0.99FNDA Schwab FundamentalPairCorr
  0.93SPSM SPDR Portfolio SPPairCorr

Inspire Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Inspire SmallMid's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Inspire SmallMid or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Business ConcentrationSmall Cap ETFs, Size And Style ETFs, Small Blend, Inspire (View all Sectors)
IssuerInspire Investing
Inception Date2017-02-27
BenchmarkInspire Small/Mid Cap Impact Equal Weight Index
Entity TypeRegulated Investment Company
Asset Under Management179.03 Million
Average Trading Valume21,160.3
Asset TypeEquity
CategorySize and Style
FocusSmall Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorUltimus Fund Solutions, LLC
AdvisorInspire Investing, LLC
CustodianBrown Brothers Harriman & Co.
DistributorForeside Fund Services, LLC
Portfolio ManagerDarrell Jayroe, Robert Netzly, Isaac Beckel, Tim Schwarzenberger
Transfer AgentBrown Brothers Harriman & Co.
Fiscal Year End30-Nov
ExchangeNYSE Arca, Inc.
Number of Constituents499
Market MakerGTS
Total Expense0.48
Management Fee0.3
Country NameUSA
Returns Y T D3.63
NameInspire SmallMid Cap Impact ETF
Currency CodeUSD
Open FigiBBG00G3NVS86
In Threey Volatility20.67
1y Volatility22.99
200 Day M A32.4121
50 Day M A34.2985
CodeISMD
Updated At29th of March 2024
Currency NameUS 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 4.1%.
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

THCTenet HealthcareStockHealth Care
SMSM Energy CoStockEnergy
CNOCNO Financial GroupStockFinancials
UNFUnifirstStockIndustrials
APOGApogee EnterprisesStockIndustrials
RLIRLI CorpStockFinancials
NBTBNBT BancorpStockFinancials
More Details

Inspire SmallMid Target Price Odds Analysis

What are Inspire SmallMid's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Inspire SmallMid jumping above the current price in 90 days from now is near 1%. The Inspire SmallMid Cap probability density function shows the probability of Inspire SmallMid etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.6464. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Inspire SmallMid will likely underperform. Additionally, inspire SmallMid Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 36.01HorizonTargetOdds Above 36.01
99.36%90 days
 36.01 
0.62%
Based on a normal probability distribution, the odds of Inspire SmallMid to move above the current price in 90 days from now is near 1 (This Inspire SmallMid Cap probability density function shows the probability of Inspire Etf to fall within a particular range of prices over 90 days) .

Inspire SmallMid Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Inspire SmallMid market risk premium is the additional return an investor will receive from holding Inspire SmallMid long position in a well-diversified portfolio. 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. Although Inspire SmallMid's alpha and beta are two of the key measurements used to evaluate Inspire SmallMid's performance over the market, the standard measures of volatility play an important role as well.

Inspire SmallMid Against Markets

Picking the right benchmark for Inspire SmallMid etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Inspire SmallMid etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Inspire SmallMid is critical whether you are bullish or bearish towards Inspire SmallMid Cap at a given time. Please also check how Inspire SmallMid's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Inspire SmallMid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Inspire Etf?

Before investing in Inspire SmallMid, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Inspire SmallMid. To buy Inspire SmallMid etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Inspire SmallMid. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Inspire SmallMid etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Inspire SmallMid Cap etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Inspire SmallMid Cap etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Inspire SmallMid Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Inspire Etf please use our How to Invest in Inspire SmallMid guide.

Already Invested in Inspire SmallMid Cap?

The danger of trading Inspire SmallMid Cap is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Inspire SmallMid is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Inspire SmallMid. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Inspire SmallMid Cap is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Inspire SmallMid Cap is a strong investment it is important to analyze Inspire SmallMid's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Inspire SmallMid's future performance. For an informed investment choice regarding Inspire Etf, refer to the following important reports:
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 tightly coupled with the direction of predictive economic indicators such as signals in population.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Inspire Etf analysis

When running Inspire SmallMid's price analysis, check to measure Inspire SmallMid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Inspire SmallMid is operating at the current time. Most of Inspire SmallMid's value examination focuses on studying past and present price action to predict the probability of Inspire SmallMid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Inspire SmallMid's price. Additionally, you may evaluate how the addition of Inspire SmallMid to your portfolios can decrease your overall portfolio volatility.
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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.