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Upturn AI Summary
Inspire Small/Mid Cap Impact ETF(ISMD)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ISMD
10/28/2026: ISMD (2-star) is currently NOT-A-BUY. Pass it for now.
Inspire Small/Mid Cap Impact ETF (ISMD) provides targeted exposure to U.S. small and mid-cap equities through an active, faith-based screening methodology. Its primary strength lies in its values-alignment, allowing investors to participate in the growth potential of smaller companies while excluding those deemed to violate specific ethical standards. However, investors should be aware of the trade-offs, including a higher expense ratio and lower liquidity compared to broader, low-cost passive indices. The fund is best suited for long-term investors prioritizing values-based mandates over absolute cost-efficiency or tracking precision. Key factors to monitor include the fund's liquidity, its performance relative to standard small-cap benchmarks, and any shifts in the interest rate environment that typically impact small-cap valuations.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it targets equity growth, the screening process may omit high-growth companies that do not meet its impact criteria. |
| Momentum investor | Weak fit | The active, values-based approach may cause it to deviate from standard momentum factors and trends. |
| Value investor | Mixed fit | The fund integrates financial quality, which may overlap with value, but the primary driver is impact screening. |
| Dividend/Income investor | Weak fit | The focus is on total return and impact, not on providing consistent dividend income. |
| Low-risk investor | Weak fit | Small and mid-cap stocks are inherently volatile, making this unsuitable for conservative, low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking small/mid-cap equity exposure who specifically require that their portfolio aligns with Biblical or faith-based values.
Suitability
Best suited for long-term investors willing to accept the higher volatility and expense ratios associated with a niche, actively managed thematic fund.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small and mid-cap stocks historically exhibit higher price swings than large-cap equities. |
| Market risk | Medium / high | General market downturns typically impact small-cap stocks more severely than larger, more established firms. |
| Concentration | Medium | The screening process inherently concentrates the portfolio into a subset of the market, increasing sector or theme-specific risk. |
| Tracking/expense | Medium | Higher expense ratios and active management create a hurdle for outperforming standard, low-cost indices. |
| Liquidity | Medium / high | Lower trading volumes can lead to slippage and difficulty exiting large positions efficiently. |
| Business/sector quality | Medium | The reliance on a proprietary impact score may screen out fundamentally sound companies that fail to meet moral criteria. |
Risk Analysis
Volatility
ISMD exhibits high historical volatility, consistent with the small-cap asset class, which is prone to sharp fluctuations based on economic cycles.
Market Risk
The fund is highly sensitive to the systematic risk of U.S. small-cap equities, liquidity conditions in smaller firms, and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small and Mid-Cap Equities | 97.5 | The fund focuses on mid-to-small sized U.S. companies that meet specific impact and financial criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2.5 | A small cash buffer is maintained for operational needs and liquidity management. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 30.72% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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