BLESInspire Global Hope ETF
BLES Fund Description
The Inspire Global Hope Large Cap ETF follows an equal-weighted index of 400 large-cap stocks selected for their alignment with biblical values and positive impact on the world according to various ESG screens.
BLES Factset Analytics Insight
BLES is a principles-based fund that screens stocks for how closely they line up with “biblical values and positive impact on the world”, measured through a proprietary scoring system. The methodology starts by screening out companies that have any level of participation in any of the following: abortion, gambling, alcohol, pornography, “the LGBT lifestyle”, and more. After that filter, the index looks for companies that provide products and services towards education, fighting disease, helping the poor and marginalized, and Christian-themed products. Other criteria are treatment of employees, community involvement, and environment. BLES plans to compose its portfolio as 50% domestic securities, 40% in developed foreign securities, and 10% in emerging market securities.
BLES MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 21, 2018 the Inspire Global Hope ETF MSCI ESG Fund Quality Score is 5.58 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. BLES ranks in the 38th percentile within its peer group and in the 55th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
BLES CHARTS AND PERFORMANCE
BLES Top 10 Countries
BLES Top 10 Sectors
BLES Top 10 Holdings [View All]
BLES Portfolio Management
BLES Tax Exposures
BLES Fund Structure
BLES Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of BLES. BLES is rated a 4 out of 5.
BLES Sector/Industry Breakdown
BLES TOP 10 HOLDINGS[View All]
BLES Economic Development
BLES Performance Statistics
BLES MSCI ESG Ratings
BLES BENCHMARK COMPARISON SUMMARY
BLES BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.