FEVRInspire Faithward Large Cap Momentum ESG ETF
FEVR Fund Description
FEVR seeks to maximize growth with lower volatility than its benchmark by actively selecting US large-cap stocks, screened for their alignment in biblical values.
FEVR Factset Analytics Insight
FEVR is actively managed to select US large-cap stocks with high growth potential based on the company’s financial health, earnings trends, valuation, risk and relative strength. The selection is narrowed down using a proprietary method of faith-based ESG analysis. The fund’s Sub-Adviser then applies technical analysis to select well-known, well-established and well-capitalized companies with above-average growth potential as measured by their earnings or revenue. Weightings are determined using a proprietary scoring called the Inspire Impact Score method. Companies with above average ESG ratings than their industry peer groups are given higher score. Companies involved in activities that do not align with biblical values, like abortion, pornography, human trafficking and many more, receives negative score and are excluded from the portfolio.
FEVR MSCI ESG Analytics Insight
Inspire Faithward Large Cap Momentum ESG ETF has an MSCI ESG Fund Rating of A based on a score of 7.22 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 Faithward Large Cap Momentum ESG ETF ranks in the 73th percentile within its peer group and in the 85th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
FEVR 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.
FEVR Summary Data
FEVR Portfolio Data
FEVR Index Data
FEVR Portfolio Management
FEVR Tax Exposures
FEVR Fund Structure
FEVR Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of FEVR. FEVR is rated a 5 out of 5.
FEVR Sector/Industry Breakdown
FEVR Top 10 Holdings[View All]
FEVR Economic Development
FEVR Performance Statistics
FEVR MSCI ESG Ratings
FEVR Benchmark Comparison Summary
FEVR Benchmark Comparison Market Cap Size