Inspire Tactical Balanced ETF (RISN)
25.80
+0.17
(+0.68%)
USD |
NYSEARCA |
Apr 23, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.79% | -0.06% | 89.06M | 8379.60 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.78% | 314.0% | -18.04M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | High Quality/Limited Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Aggressive Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Inspire |
| Prospectus Benchmark Index | |
| S&P Target Risk Moderate TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Darrell Jayroe | 3.71 yrs |
| Jacob Chandler | 3.71 yrs |
| Keith Chandler | 3.71 yrs |
| Robert Netzly | 3.71 yrs |
| Tim Schwarzenberger | 2.01 yrs |
Performance Versus Category
As of April 23, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 23, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | High Quality/Limited Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Aggressive Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Inspire |
| Prospectus Benchmark Index | |
| S&P Target Risk Moderate TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Darrell Jayroe | 3.71 yrs |
| Jacob Chandler | 3.71 yrs |
| Keith Chandler | 3.71 yrs |
| Robert Netzly | 3.71 yrs |
| Tim Schwarzenberger | 2.01 yrs |