RISN

Inspire Tactical Balanced ETF

$29.15

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Inspire Tactical Balanced ETF seeks to provide a balance of capital appreciation and income by investing in a diversified portfolio of stocks, bonds, and other asset classes.

Overview

ETF tracking Inspire Tactical Balanced ETF

Category Multi-Asset

Issuer Other

Inception Date 2020-07-16

Market Cap $90.4M

Average Volume N/A

Dividend Yield 1.17%

52-Week Range $23.65 - $29.91

VWAP $29.14

Performance

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Investment Summary

📎 Investment Objective

The Inspire Tactical Balanced ETF seeks to provide a balance of capital appreciation and income by investing in a diversified portfolio of stocks, bonds, and other asset classes.

🎯 Investment Strategy

The fund uses a tactical asset allocation approach, dynamically adjusting its exposure to different asset classes based on market conditions and the fund manager's outlook. The goal is to participate in market upside while also managing downside risk.

✨ Key Features

Actively managed multi-asset portfolio with flexibility to shift between stocks, bonds, and other assets
Aims to provide a balance of growth and income potential
Utilizes a tactical investment approach to adapt to changing market environments
Relatively low expense ratio of 0.00%

⚠️ Primary Risks

Market risk - The value of the fund's holdings may decline due to general market conditions
Asset allocation risk - The fund's performance depends on the manager's ability to effectively allocate assets
Liquidity risk - Some investments may be difficult to sell at an advantageous time or price
Tactical investment risk - The fund's tactical approach may not be successful in all market environments

👤 Best For

The Inspire Tactical Balanced ETF may be suitable for investors seeking a diversified, actively managed portfolio that aims to provide a balance of capital appreciation and income. It could be appropriate for investors with a moderate risk tolerance who are looking for a flexible, multi-asset investment solution.