ISMD
Inspire Small/Mid Cap ETF
📎 Investment Objective
The Inspire Small/Mid Cap ETF (ISMD) seeks to track the performance of the Inspire Small/Mid Cap Impact Index, which is designed to provide exposure to small and mid-cap U.S. companies that meet certain environmental, social, and governance (ESG) criteria.
Overview
ETF tracking Inspire Small/Mid Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Inspire Small/Mid Cap ETF (ISMD) seeks to track the performance of the Inspire Small/Mid Cap Impact Index, which is designed to provide exposure to small and mid-cap U.S. companies that meet certain environmental, social, and governance (ESG) criteria.
🎯 Investment Strategy
The ETF invests in a portfolio of small and mid-cap U.S. stocks that are selected based on their alignment with Inspire's biblically responsible investing principles. The index aims to identify companies that demonstrate positive environmental, social, and governance characteristics.
✨ Key Features
- Focuses on small and mid-cap U.S. equities that meet ESG criteria
- Seeks to track the Inspire Small/Mid Cap Impact Index
- Expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Concentration risk as the fund invests in a specific market capitalization range
- Potential for higher volatility compared to broader market indexes
- Limited performance history makes it difficult to evaluate long-term returns
- ESG criteria may limit the investment universe and potentially impact returns
👤 Best For
The Inspire Small/Mid Cap ETF may be suitable for investors seeking exposure to small and mid-cap U.S. equities with a focus on companies that align with biblically responsible investing principles. Investors should have a long-term investment horizon and be comfortable with the potential for higher volatility compared to broader market indexes.