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Inspire Tactical Balanced ESG ETF (RISN)

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ISINUS66538H3930
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2020
AUM$0.08 billion
ProviderInspire
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Inspire Tactical Balanced ESG ETF Price Chart

Live Price (Delayed)
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Description

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.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Energy Transfer LP
3.30%
๐Ÿ“ˆ AutoZone Inc
3.26%
๐Ÿ“ˆ Caterpillar Inc
3.25%
๐Ÿ“ˆ EOG Resources Inc
3.63%
๐Ÿ“ˆ Enterprise Products Partners LP
3.28%
๐Ÿ“ˆ Newmont Goldcorp Corp
3.50%
๐Ÿ“ˆ United Parcel Service Inc
3.27%
๐Ÿ“ˆ Arista Networks
3.37%
๐Ÿ“ˆ Qualcomm Incorporated
3.33%
๐Ÿ“ˆ Schwab Short-Term U.S. Treasury ETF
19.29%

Sector Allocation

โšก Energy
16.38%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
0.00%
๐Ÿ’ป Technology
16.40%
๐Ÿ—๏ธ Industrials
24.08%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
4.35%
๐Ÿ“Š Consumer Cyclicals
15.34%
๐Ÿ“Š Consumer Defensive
7.89%
๐Ÿ“Š Financial Services
11.78%
๐Ÿ“ก Communication Services
3.77%

Currency Exposure

๐Ÿ’ฐ Bond
19.18%
๐Ÿ’ฐ Cash
0.60%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
61.53%
๐Ÿ’ฐ Stock non-US
18.68%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month7.04%
3 Months-2.40%
6 Months-5.26%
1 Year3.35%
3 Years11.32%
5 YearsN/A
Since Inception28.52%

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๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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