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 Inspire Impact Score is an objective, rules-based scoring system which Inspire uses to identify the most inspiring, biblically aligned companies to invest in -- the kind of companies that are blessings to their communities, customers, workforce and the world. The Inspire Impact Score rates a company on a scale of -100 to +100 in relation to how well the company aligns with biblical values, with +100 being the highest possible score.
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.
Inspire donates 50% or more of the net profits from management fees each year to Christian ministry. Here are the projects that Inspire has supported over the past year. Note: Giving can and does change to meet changing ministry needs.
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