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ISMD - ETF AI Analysis
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Inspire Small/Mid Cap Impact ETF (ISMD)
Rating:63Neutral
Price Target:
$40.00
Positive Factors
Strong Top Holdings Performance
Several top holdings, such as ViaSat and Eos Energy Enterprises, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Financials, and Technology, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown positive year-to-date performance, indicating resilience in the current market environment.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many passive funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Tandem Diabetes Care and NeoGenomics, have experienced significant declines, which could weigh on future performance.
Over-Concentration in U.S. Market
The ETF has nearly 100% exposure to U.S. companies, limiting diversification and increasing vulnerability to domestic market risks.
ISMD vs. SPDR S&P 500 ETF (SPY)
AUM224.08M
RegionNorth America
Expense Ratio0.57%
Beta1.00
IssuerInspire
Inception DateFeb 28, 2017
Dividend Yield1.19%
Asset ClassEquity
Index TrackedInspire Small/Mid Cap Impact Equal Weight Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,869
30 Day Avg. Volume31,086
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
46.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ISMD Summary
The Inspire Small/Mid Cap Impact ETF (ISMD) is an investment fund that focuses on small and mid-sized companies in the U.S., offering a chance to support businesses with high growth potential while aligning with ethical values. It follows the Inspire Small/Mid Cap Impact Equal Weight Index and invests in companies that meet strict moral and ethical standards, such as Plug Power and NeoGenomics. This ETF is ideal for investors looking to diversify their portfolios and support socially responsible businesses. However, it’s important to note that small and mid-cap stocks can be more volatile, meaning their prices may rise and fall more dramatically than larger companies.
How much will it cost me?The Inspire Small/Mid Cap Impact ETF (ISMD) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed and focuses on ethical investing, which involves more research and selection processes. While the cost is higher, it reflects the fund's commitment to aligning investments with specific moral and ethical standards.
What would affect this ETF?The Inspire Small/Mid Cap Impact ETF (ISMD) could benefit from growth in innovative sectors like technology and health care, as well as increased interest in ethical investing. However, it may face challenges from economic slowdowns that disproportionately affect small and mid-cap companies, as well as potential regulatory changes impacting industries like energy and financials. Its focus on U.S.-based firms also makes it sensitive to domestic economic conditions and interest rate fluctuations.
ISMD Top 10 Holdings
The Inspire Small/Mid Cap Impact ETF (ISMD) is leaning heavily on the energy and innovation sectors, with names like Eos Energy Enterprises and Fluence Energy driving strong recent performance thanks to bullish momentum and strategic tailwinds. Tetra Technologies also stands out with record-setting earnings boosting its outlook. However, biotech players like Viking Therapeutics and NeoGenomics are holding the fund back, struggling with profitability and valuation concerns despite some promising developments. With a U.S.-centric portfolio and a focus on small and mid-cap growth, ISMD offers a dynamic but sectorally concentrated play for impact-driven investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Propetro Holding | 0.43% | $954.69K | $1.06B | 28.59% | 57 Neutral | |
| Fluence Energy | 0.40% | $885.39K | $3.50B | 6.42% | 62 Neutral | |
| Formfactor | 0.31% | $701.47K | $4.01B | 27.88% | 69 Neutral | |
| Castle Biosciences | 0.30% | $680.40K | $923.24M | 2.79% | 62 Neutral | |
| Viking Therapeutics | 0.29% | $640.45K | $3.91B | -44.63% | 53 Neutral | |
| NeoGenomics | 0.28% | $623.49K | $1.31B | -32.54% | 53 Neutral | |
| Veracyte | 0.28% | $618.92K | $2.84B | 25.83% | 68 Neutral | |
| Advanced Energy | 0.27% | $612.37K | $7.36B | 92.46% | 75 Outperform | |
| Eos Energy Enterprises | 0.27% | $602.08K | $3.94B | 453.98% | 54 Neutral | |
| ViaSat | 0.27% | $597.28K | $4.99B | 268.87% | 56 Neutral |
ISMD Technical Analysis
Negative
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Price Trends
38.64
Negative
37.55
Negative
36.05
Positive
Market Momentum
-0.23
Positive
40.28
Neutral
9.79
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ISMD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.32, equal to the 50-day MA of 38.64, and equal to the 200-day MA of 36.05, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 40.28 is Neutral, neither overbought nor oversold. The STOCH value of 9.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ISMD.
ISMD Peer Comparison
Comparison Results
Performance Comparison
ISMD
Inspire Small/Mid Cap Impact ETF
37.35
-2.16
-5.47%
CGMM
Capital Group U.S. Small and Mid Cap ETF
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RSMC
Rockefeller U.S. Small-Mid Cap ETF
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF
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SMOT
VanEck Morningstar SMID Moat ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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