Inspire Small/Mid Cap ETF
Shareclass
Inspire Small/Mid Cap ETF (ISMD)
Type
Exchange-traded fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 790 out of 1,105 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Inspire Small/Mid Cap ETF ISMD
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. The Chemours Co0.24% of assets$538,184 invested
- 2. WEX Inc0.21% of assets$470,013 invested
- 3. Hillenbrand Inc0.23% of assets$503,179 invested
- 4. Sabra Health Care REIT Inc0.19% of assets$417,076 invested
- 5. Black Hills Corp0.2% of assets$429,795 invested
- 6. Cytokinetics Inc0.2% of assets$431,450 invested
- 7. Tri Pointe Homes Inc0.2% of assets$441,060 invested
- 8. Premier Inc Class A0.22% of assets$473,815 invested
- 9. KBR Inc0.19% of assets$420,836 invested
- 10. Genpact Ltd0.19% of assets$414,725 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Servisfirst Bancshares Inc0.21% of assets$453,355 invested
- 2. RadNet Inc0.23% of assets$495,431 invested
- 3. LGI Homes Inc0.22% of assets$479,617 invested
- 4. First Merchants Corp0.2% of assets$431,476 invested
- 5. Towne Bank0.2% of assets$429,053 invested
- 6. Argan Inc0.19% of assets$411,937 invested
- 7. Dillard's Inc Class A0.23% of assets$514,762 invested
- 8. Patrick Industries Inc0.22% of assets$489,008 invested
- 9. Viking Therapeutics Inc0.18% of assets$400,042 invested
- 10. ADMA Biologics Inc0.17% of assets$375,698 invested
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Financial performance
Performance data provided by
Find more financial data on ISMD at Morningstar.com
Find more financial data on ISMD at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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