BLESInspire Global Hope ETF
BLES Fund Description
BLES 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. The index is equally weighted and rebalanced quarterly.
BLES MSCI ESG Analytics Insight
Inspire Global Hope ETF has an MSCI ESG Fund Rating of AA based on a score of 7.32 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Inspire Global Hope ETF ranks in the 80th percentile within its peer group and in the 75th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
BLES MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
BLES Summary Data
BLES Portfolio Data
BLES Index Data
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 5 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