FDLS Inspire Fidelis Multi Factor ETF
FDLS Fund Description
FDLS tracks an equal-weighted index that provides exposure to 100 US-listed stocks of various sectors and market capitalizations. Selection is based on high quality, value, and momentum characteristics that include a Christian values component, as defined by the issuer.
FDLS Factset Analytics Insight
FDLS is a passively managed fund that provides broad exposure to 100 stocks of various market capitalizations and sectors. From a starting universe of US-listed stocks, including ADRs, stocks are scored and ranked according to a proprietary ranking system based on quality, value, and momentum factors. The quality factor component also incorporates the issuer’s biblical alignment standards. The 40 highest-ranking stocks are selected from the largest 20% by market cap. The remainder are chosen through a reiterative process that selects 60 of the highest-ranking stocks, regardless of market cap, with respect to target sector weightings that favor technology, communication, and financials. The fund selects 100 stocks that are weighted equally. International exposure is capped at 35%, where the lowest-ranked international stocks in excess of 35 are replaced by an equal number of the highest-scoring US stocks. The index is reconstituted and rebalanced quarterly.
FDLS Summary Data
FDLS Portfolio Data
FDLS Index Data
FDLS Portfolio Management
FDLS Tax Exposures
FDLS Fund Structure
FDLS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FDLS. FDLS is rated a 4 out of 5.
FDLS Sector/Industry Breakdown
FDLS Top 10 Holdings[View All]
FDLS Economic Development
FDLS Performance Statistics
FDLS Benchmark Comparison Summary
FDLS 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.