Inspire Small/Mid Cap Impact ETFISMD
ISMD
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
4% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 27
1.23% less ownership
Funds ownership: 71.8% [Q4 2024] → 70.57% (-1.23%) [Q1 2025]
4% less funds holding
Funds holding: 81 [Q4 2024] → 78 (-3) [Q1 2025]
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
15% less capital invested
Capital invested by funds: $143M [Q4 2024] → $122M (-$20.9M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 2 (-2) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for ISMD.
Financial journalist opinion
Neutral
Seeking Alpha
4 days ago
ISMD: Not Buying Into This Faith-Based Small/Mid-Cap ETF
ISMD offers equal-weighted, biblically responsible exposure to 500 U.S. small/mid-cap stocks. Its proprietary strategy first screens for violations and then for 'excellence' features like ethics and fair competition. The ETF's 0.57% expense ratio is a key drawback. I suggest donating 'excess' returns locally to causes you know you support rather than paying the fund manager. Or, faith-based investors can consider two other competitors in this space: TPSC and OASC. This article highlights the fundamental differences between them and two other broad-based ETFs.
Neutral
Zacks Investment Research
6 months ago
Is Inspire Small/Mid Cap ETF (ISMD) a Strong ETF Right Now?
The Inspire Small/Mid Cap ETF (ISMD) was launched on 02/28/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
Zacks Investment Research
8 months ago
Is Inspire Small/Mid Cap ETF (ISMD) a Strong ETF Right Now?
Launched on 02/28/2017, the Inspire Small/Mid Cap ETF (ISMD) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Blend category of the market.
Neutral
Zacks Investment Research
10 months ago
Is Inspire Small/Mid Cap ETF (ISMD) a Strong ETF Right Now?
The Inspire Small/Mid Cap ETF (ISMD) was launched on 02/28/2017, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - All Cap Blend category of the market.
Positive
Zacks Investment Research
1 year ago
5 ETFs Leading the Small-Cap Rally
Small-cap stocks are back in vogue with a powerful rally in May. It is outperforming the large-cap brethren as investors flocked to cheap and undervalued segments of the market.
Neutral
PRNewsWire
1 year ago
Inspire's Founding Faith-Based ETFs Celebrate 7 Years of Trading
BOISE, Idaho , March 18, 2024 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, is celebrating the 7-year anniversary of their two founding exchange-traded funds (ETFs). The Inspire Global Hope ETF (NYSE: BLES) and the Inspire Small/Mid Cap ETF (NYSE: ISMD) began trading on February 27, 2017.
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