ISMD Inspire Small/Mid Cap ETF
What is ISMD?
ISMD tracks an equal-weighted index of 500 small- and mid-cap US stocks that are screened for alignment with biblical values defined by the Issuer.
ISMD Factset Analytics Insight
ISMD follows a principles-based, “biblically responsible” investing philosophy, screening for firms with products and policies aligned to evangelical Christian values. By rule, it screens out companies with any degree of involvement in certain activities: abortion, gambling, alcohol, human rights violations, and (to some controversy) LGBT lifestyles. ISMD goes on to score remaining firms by how well they align with its values, considering factors such as family time for employees, community philanthropy, environmental protection, or products that treat disease or support education. The 500 highest scoring firms receive equal weights in the fund. Despite an environmental component in its screen, many firms in extractive industries—mining and petroleum—appear to make the cut. The portfolio does show a pronounced tilt toward small-caps. This is at least partially a result of the fund’s equal-weighting scheme, which favors smaller firms, and its small-cap-leaning selection universe. The index is rebalanced quarterly. Between March 30 and August 19, 2022, the fund's name included a reference to 'ESG'. The name changes did not impact the fund strategy.
ISMD Summary Data
Peers
Fund Flows
ISMD Portfolio Data
ISMD Index Data
ISMD Portfolio Management
ISMD Tax Exposures
ISMD Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ISMD. ISMD is rated a 5 out of 5.
ISMD Tradability
ISMD Sector/Industry Breakdown
Benchmark
ISMD Top 10 Holdings
ISMD Performance Statistics
ISMD Countries
Benchmark
ISMD Regions
Benchmark
ISMD Economic Development
Benchmark
ISMD Benchmark Comparison Summary
Benchmark
ISMD Benchmark Comparison Market Cap Size
Benchmark
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.