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Upturn AI SWOT - About
Inspire Tactical Balanced ESG ETF (RISN)
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Upturn Advisory Summary
10/24/2025: RISN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.16% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.63 | 52 Weeks Range 23.50 - 28.30 | Updated Date 06/30/2025 |
52 Weeks Range 23.50 - 28.30 | Updated Date 06/30/2025 |
Upturn AI SWOT
Inspire Tactical Balanced ESG ETF
ETF Overview
Overview
The Inspire Tactical Balanced ESG ETF (IBAL) seeks current income and long-term capital appreciation by investing in a diversified portfolio of U.S. large-cap stocks and investment-grade U.S. corporate bonds, while incorporating biblical values-based ESG (environmental, social, and governance) criteria.
Reputation and Reliability
Inspire Investing is known for its biblically responsible investing approach, with a focus on aligning investments with Christian values. They are a smaller, specialized ETF provider.
Management Expertise
Inspire Investing's management team has experience in both traditional asset management and values-based investing.
Investment Objective
Goal
To seek current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: Tactical asset allocation between equities and fixed income, employing ESG screening based on biblical values.
Composition The ETF holds a mix of U.S. large-cap stocks and investment-grade U.S. corporate bonds.
Market Position
Market Share: IBAL has a relatively small market share compared to larger, more established balanced ETFs.
Total Net Assets (AUM): 46539000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- VBAL
- SCHD
Competitive Landscape
The balanced ETF market is highly competitive, dominated by large asset managers like Vanguard and BlackRock. IBAL differentiates itself through its biblically responsible investing approach, which may appeal to a specific investor base. However, its smaller size and higher expense ratio compared to competitors are disadvantages.
Financial Performance
Historical Performance: Historical performance data is available from inception, and should be assessed in relation to a balanced benchmark. Performance will fluctuate based on market conditions and the ETF's tactical asset allocation decisions.
Benchmark Comparison: The ETF's performance should be compared to a benchmark that reflects a balanced portfolio of U.S. large-cap stocks and investment-grade U.S. corporate bonds.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
IBAL's average trading volume is moderate, which could lead to wider bid-ask spreads compared to more liquid ETFs.
Bid-Ask Spread
IBAL's bid-ask spread can be wider than more popular ETFs due to its lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and market sentiment can influence IBAL's performance. Sector growth in stocks and bond market activity is particularly relevant.
Growth Trajectory
IBAL's growth trajectory depends on its ability to attract investors interested in biblically responsible investing and its performance relative to competitors. Changes in asset allocation strategies will also affect growth.
Moat and Competitive Advantages
Competitive Edge
IBAL's primary competitive advantage is its biblically responsible investing (BRI) approach, which resonates with investors seeking to align their investments with Christian values. This niche focus allows IBAL to cater to a specific market segment. Its ESG screening process excludes companies involved in activities that contradict biblical principles. However, this also limits its investment universe compared to broader balanced ETFs.
Risk Analysis
Volatility
IBAL's volatility will be influenced by the volatility of its underlying stock and bond holdings, as well as its tactical asset allocation decisions.
Market Risk
IBAL is subject to market risk, including the risk of declines in the value of its stock and bond holdings due to economic downturns, interest rate increases, or other market factors.
Investor Profile
Ideal Investor Profile
The ideal investor for IBAL is someone who seeks a balanced portfolio of stocks and bonds, and who wants to align their investments with their Christian values through biblically responsible investing.
Market Risk
IBAL is suitable for long-term investors seeking a balanced approach with an ESG overlay, especially those who prioritize biblically responsible investing.
Summary
Inspire Tactical Balanced ESG ETF (IBAL) offers a balanced investment approach with a unique biblically responsible investing (BRI) focus, appealing to investors seeking alignment with Christian values. It combines U.S. large-cap stocks and investment-grade bonds, actively managed through tactical allocation. While its expense ratio is higher than some competitors, it provides a distinct offering within the balanced ETF landscape. Investors should consider IBAL if they value its BRI approach and are comfortable with its moderate trading volume and potentially wider bid-ask spreads.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Inspire Investing Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary depending on the source and date.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Inspire Tactical Balanced ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.