RISN
Inspire Tactical Balanced ESG
ETF
Why
RISN
?
RISN is actively managed seeking to provide long term growth with reduced risk relative to the market.
RISN is designed to be a core holding and delivers a balanced portfolio of US large cap stocks and US Treasury bonds, or other defensive assets.
RISN uses the Inspire Impact Score methodology to seek out investments in the most inspiring, biblically aligned companies in the U.S. applying a faith-based perspective to environmental, social and governance (ESG) criteria when evaluating a company’s operations.
Inspire Impact Score for RISN Holdings
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.
Bid Ask Spread
The bid–ask spread, is the difference between the prices quoted for an immediate sale and an immediate purchase for stocks, futures contracts, options, or currency pairs. The size of the bid–ask spread in a security is one measure of the liquidity of the market and of the size of the transaction cost.
Premium Discount
A premium or discount to the NAV occurs when the market price of an ETF on the exchange rises above or falls below its NAV. If the market price is higher than the NAV, the ETF is said to be trading at a “premium”. If the price is lower, it is trading at a “discount”.
Growth of $10,000 USD Since Inception
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.
Measure Your Impact
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.
2019 contributions impacted
Performance History
Quarter End Performance History
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 midpoint of the bid/ask spread 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.
Distribution History
Top Holdings
The Fund invests its assets in securities with an Inspire Impact Score® of zero or higher. As a result of its strategy, the Fund's exclusion of securities of certain issuers for nonfinancial reasons may cause the Fund to forgo some market opportunities available to funds that do not use these criteria. The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes.
The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes. The Fund will have exposure to gold and precious metals. Investments in gold and precious metals may be speculative and subject to greater price volatility than investments in other types of assets. Although U.S. Government securities are considered among the safest investments, they are not guaranteed against price movements due to changing interest rates. The Fund is a new ETF with a limited history of operations for investors to evaluate.
