SMA Factsheets

Asset Class Models

Model
Style
Factsheet
Portfolio Analytics
Inspire Select Emerging Markets
Passive
Inspire Select International
Passive
Inspire Select US Large Cap
Passive
Inspire Select US Mid Cap
Passive
Inspire Select US Small Cap
Passive

Fixed Income

Model
Style
Factsheet
Portfolio Analytics
Inspire Select Fixed Income
Passive

ETF Portfolios

Model
Style
Factsheet
Portfolio Analytics
Inspire Global Equity Portfolio
Strategic
Inspire Global Aggressive Portfolio
Strategic
Inspire Global Moderate Portfolio
Strategic
Inspire Global Conservative Portfolio
Strategic
Inspire Global Very Conservative Portfolio
Strategic
Inspire Core/Satellite Opportunities
Active
Inspire Core/Satellite Opportunities 70/30
Active
Inspire Tactical Risk Management
Active
Inspire Tactical Risk Management 70/30
Active

Select Portfolios

Model
Style
Factsheet
Portfolio Analytics
Inspire Select Aggressive Portfolio
Strategic
Inspire Select Conservative Portfolio
Strategic
Inspire Select Core/Satellite Opportunities
Active
Inspire Select Core/Satellite Opportunities 70/30
Active
Inspire Select Equity Portfolio
Strategic
Inspire Select Moderate Portfolio
Strategic
Inspire Select Tactical Risk Management
Active
Inspire Select Tactical Risk Management 70/30
Active

target Date Portfolios

Model
Style
Factsheet
Portfolio Analytics
Inspire FuturePath 2025
Target Date
Inspire FuturePath 2030
Target Date
Inspire FuturePath 2035
Target Date
Inspire FuturePath 2040
Target Date
Inspire FuturePath 2045
Target Date
Inspire FuturePath 2050
Target Date
Inspire FuturePath 2055
Target Date
Inspire FuturePath 2060
Target Date
Inspire FuturePath 2065
Target Date

CW Active models

Model
Style
Factsheet
Portfolio Analytics
Inspire CW Active Balanced
Active
Inspire CW Active Growth
Active
Inspire CW Active Protection
Active

Thematic models

Model
Style
Factsheet
Portfolio Analytics
Inspire Select Clean Water
Thematic
Inspire Select Consumer
Sector
Inspire Select Cure Cancer
Thematic
Inspire Select Dividend Income
Thematic
Inspire Select Energy
Sector
Inspire Select Financials
Sector
Inspire Select Healthcare
Sector
Inspire Select Industrials
Sector
Inspire Select Materials
Sector
Inspire Select Real Estate
Sector
Inspire Select Technology
Sector
Inspire Select Utilities
Sector
(877) 658-9473inspire@inspireinvesting.com