ISMD provides exposure to small and mid-cap companies, covering a diverse array of sectors in the United States for investors seeking growth potential of smaller companies in their portfolio.
ISMD's equal weighting approach provides a smaller cap tilt relative to market-cap weighting, and ISMD’s quarterly rebalancing can help investors by trimming stocks that are higher-priced and buying stocks that are lower-priced.
ISMD uses the Inspire Impact Score methodology to seek out investments in the most inspiring, biblically aligned companies, applying a faith-based perspective in seeking out businesses that are a blessing to their customers, communities, workforce, and the world.
ISMD provides exposure to small and mid-cap companies, covering a diverse array of sectors in the United States for investors seeking growth potential of smaller companies in their portfolio.
ISMD's equal weighting approach provides a smaller cap tilt relative to market-cap weighting, and ISMD’s quarterly rebalancing can help investors by trimming stocks that are higher-priced and buying stocks that are lower-priced.
ISMD uses the Inspire Impact Score methodology to seek out investments in the most inspiring, biblically aligned companies, applying a faith-based perspective in seeking out businesses that are a blessing to their customers, communities, workforce, and the world.
The hypothetical growth of $10,000 chart reflects a hypothetical investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.
Past performance is no guarantee of future results. The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. For performance data current to the most recent month end, please call 877.658.9473.
Inspire Funds are bought and sold at market price (not NAV) and are not individually redeemed from the fund. Brokerage commissions will reduce returns.
Market Price returns are based upon the official closing price on the listing exchange (NYSE ARCA) at 4:00 p.m. ET when NAV is normally determined for most Inspire Funds, and do not represent the returns you would receive if you traded shares at other times.
ISMD received a 4-star Morningstar Rating for the 3-year period out of 585 Small Blend funds as of 6/30/26 based on risk-adjusted total return. This rating lists ISMD's overall performance as "Above Average" and overall risk as "Above Average" for the same time period.
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The Morningstar RatingTM ("star rating") is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar RatingTM is a weighted average of the performance figures associated with a fund's 3-, 5-, and 10-year (if applicable) Morningstar RatingTM metrics.
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