Inspire Tactical Balanced ESG ETF (RISN)

Overview

The Inspire Tactical Balanced ESG ETF (IBAL) aims to provide a balanced investment approach that integrates environmental, social, and governance (ESG) factors alongside tactical asset allocation. It primarily invests in a mix of stocks and bonds, dynamically adjusting its asset allocation based on market conditions and valuation signals. The fund seeks to achieve long-term capital appreciation while adhering to biblical values.

Reputation and Reliability

Inspire Investing is a faith-based asset manager known for its biblically responsible investing (BRI) approach and commitment to ESG principles.

Management Expertise

Inspire Investing has a team of experienced investment professionals who are dedicated to integrating faith-based values into the investment process.

Goal

The primary investment goal of IBAL is to seek long-term capital appreciation while aligning investments with biblical values and ESG principles.

Investment Approach and Strategy

Strategy: IBAL employs a tactical asset allocation strategy, actively adjusting its exposure to different asset classes (stocks and bonds) based on market conditions and valuation signals.

Composition IBAL holds a diversified portfolio of stocks and bonds, with the specific allocation varying based on the fund's tactical strategy.

Market Share: IBAL has a smaller market share compared to established balanced ETFs.

Total Net Assets (AUM): Data unavailable due to market restrictions.

Key Competitors

• iShares Core Growth Allocation ETF (AOR)
• Vanguard Balanced ETF (VBAL)
• Schwab Balanced ETF (SWBI)

Competitive Landscape

The balanced ETF market is highly competitive, with many established players offering similar asset allocation strategies. IBAL differentiates itself through its integration of biblical values and ESG principles, which may appeal to a specific segment of investors. Its smaller AUM compared to competitors can lead to higher trading costs and wider spreads. Competitors may offer lower expense ratios and more established track records.

Historical Performance: Historical performance data unavailable due to market restrictions.

Benchmark Comparison: Benchmark data unavailable due to market restrictions.

Expense Ratio: 0.49

Average Trading Volume

The average trading volume of IBAL is relatively low, potentially impacting ease of entry and exit.

Bid-Ask Spread

The bid-ask spread for IBAL can be wider than more liquid ETFs, reflecting its lower trading volume.

Market Environment Factors

IBAL's performance is influenced by overall market conditions, interest rate movements, and the performance of the underlying stocks and bonds. Economic growth, inflation, and investor sentiment can all impact its returns.

Growth Trajectory

IBAL's growth trajectory depends on its ability to attract investors who are seeking a balanced investment approach that aligns with their values. Changes to its asset allocation strategy and holdings are dictated by Inspire's tactical approach.

Competitive Edge

IBAL's competitive edge lies in its integration of biblical values and ESG principles, which resonates with a specific investor base. Its tactical asset allocation strategy aims to enhance returns by dynamically adjusting its exposure to different asset classes. This approach distinguishes it from passively managed balanced ETFs and appeals to socially conscious and faith-based investors seeking alignment with their values. The focus on biblical responsible investing may attract investors who are underserved by mainstream ESG funds. The management teamu2019s dedication to these principles reinforces the ETF's niche positioning.

Volatility

Volatility data unavailable due to market restrictions.

Market Risk

IBAL is subject to market risk, including the potential for losses due to fluctuations in stock and bond prices. Its tactical asset allocation strategy aims to mitigate some of this risk, but there is no guarantee of success.

Ideal Investor Profile

The ideal investor for IBAL is someone who seeks a balanced investment approach that aligns with their biblical values and ESG principles. They are comfortable with a tactical asset allocation strategy and understand the risks associated with investing in stocks and bonds.

Market Risk

IBAL may be suitable for long-term investors who are seeking a balanced portfolio with a faith-based and socially responsible focus.

Inspire Tactical Balanced ESG ETF (IBAL) is a balanced investment option that integrates environmental, social, and governance (ESG) criteria with a tactical asset allocation strategy, targeting long-term capital growth and biblical values alignment. Its unique approach appeals to investors seeking values-based investing within a diversified portfolio of stocks and bonds. The fund's performance depends on market conditions and the effectiveness of its tactical asset allocation decisions, so investors should carefully evaluate the fund's strategy and risk profile. While it differentiates itself through its faith-based approach, the lower liquidity and AUM should be considered. The fund provides a way for investors to align their investments with their deeply held religious beliefs and ESG awareness.

Data Sources:

• Inspire Investing Website
• Morningstar
• ETF.com

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may vary depending on the source and calculation methodology. Numerical performance information is supressed due to exchange guidelines around presentation of data for new funds.