IBD Inspire Corporate Bond ETF
What is IBD?
IBD tracks an equally weighted index of bonds issued by S&P 500-component companies that meet biblically responsible investing standards according to the Issuer.
IBD Factset Analytics Insight
IBD’s index utilizes a principles-based bond strategy that aligns with evangelical Christian values as defined by the Issuer. Starting from a broad universe of USD-denominated, investment-grade corporate bonds issued by companies in the S&P 500 Index, IBD screens out companies with any participation in activities that are inconsistent with biblical values as defined by the index sponsor. The fund then applies a proprietary model to evaluate companies based on primary business activities, products and services, philanthropy, legal activities, policies and practices to generate Inspire Impact Scores. The fund holds 250 bonds from the 200 highest-scoring issuers, and equally weights them across four maturity tranches of 0-3, 3-5, 5-7, and 7-10 years, to arrive at an average maturity of approximately 5 years. Overall, IBD is a potential fit for investors who share the faith-based principles defined by IBD’s sponsor and want to invest accordingly. Between March 30 and August 19, 2022, the fund's name included a reference to 'ESG'. The name changes did not impact the fund strategy.
IBD Summary Data
Peers
Fund Flows
IBD Portfolio Data
IBD Index Data
IBD Portfolio Management
IBD Tax Exposures
IBD Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IBD. IBD is rated a N/A out of 5.
IBD Tradability
IBD Sector/Industry Breakdown
Benchmark
IBD Top 10 Holdings
IBD Performance Statistics
IBD Top 5 Countries
Benchmark
IBD Top 5 Currencies
Benchmark
IBD Avg Life Maturity Distribution
IBD OAS Breakdown
IBD Holdings Statistics
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Data provider:
Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.