What is WWJD?

WWJD offers exposure to equity in large firms outside the US, screened for biblical values per the index provider and weighted equally.

PERFORMANCE [as of 03/28/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WWJD -0.48% 4.47% 3.63% -7.20% 17.46% -- --
WWJD (NAV) -0.50% 4.15% 3.63% -6.66% 17.81% -- --
Inspire Global Hope Ex-US Index -- -- -- -- -- -- --
MSCI ACWI ex USA Large Cap Index 0.17% 4.22% 4.28% -5.46% 11.27% 2.33% 3.89%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WWJD Factset Analytics Insight

WWDJ holds large-cap stocks in firms from developed and emerging economies outside the US. The fund’s index selects stocks using biblical values as defined by the index provider. The index removes firms related to abortion , gambling alcohol, tobacco, pornography, LGBT lifestyle and human rights violations. Remaining firms are scored on 4 themes: Customers (including business model & innovation), community (impact & giving), workforce (governance) and world (environment and sustainability). The 200 stocks with the highest score make the cut and receive equal weight. Fund documents cite an unremarkable expectation of about 80%/20% split of developed and emerging firms, but it’s unclear if the methodology takes any steps toward that end. Relative to vanilla cap-weighted exposure, equal weighting adds diversification and a bias toward smaller firms, and may produce sizable sector bets. For similar funds outside the segment, see Developed Markets Ex-U.S. Large-cap or Global Ex-U.S. Total Market segments. 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.

WWJD Summary Data

09/30/19
0.80%
$164.02M
Inspire Global Hope Ex-US Index
MSCI ACWI ex USA Large Cap Index
Open-Ended Fund

Peers

MSCI ACWI ex USA Large Cap Index

Fund Flows

-$0.00B 5 Days
-$0.00B 30 Days
+$0.02B 90 Days

WWJD Portfolio Data

$32.24B
14.43
1.73
2.16%
N/A
202

WWJD Index Data

Inspire Global Hope Ex-US Index
Equal
Principles-based
MSCI ACWI ex USA Large Cap Index

WWJD Portfolio Management

0.80%
--
--
--

WWJD Tax Exposures

20.00% / 39.60%
4.23%
Qualified dividends
No

WWJD Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/29/23

This measurement shows how easy it is to trade a $1 million USD block of WWJD. WWJD is rated a 3 out of 5.

WWJD Tradability

55,114
$1.52M
19,123
$523.13K
0.21%
$0.06
0.21%
1.58% / -1.04%
None
32.76%
50,000
0.38
0.26%
0.46%
0
$26.87
3

WWJD Sector/Industry Breakdown

WWJD Segment
Benchmark
25.33% --
9.87% --
7.95% --
7.68% --
7.07% --
6.58% --
5.74% --
4.54% --
4.38% --
3.90% --

WWJD Top 10 Holdings

0.66%
0.64%
0.61%
0.61%
0.61%
0.60%
0.60%
0.60%
0.60%
0.59%
6.11%

WWJD Performance Statistics

0.82
1.04
1.09
1.02
0.51%
MSCI ACWI ex USA Large Cap Index

WWJD Countries

WWJD Segment
Benchmark
8.41% 7.61%
7.91% 8.38%
7.37% 7.07%
7.07% 4.61%
6.36% 12.73%
5.78% 2.00%
4.71% 10.58%
4.35% 10.04%
4.09% 5.76%
3.64% 1.44%

WWJD Regions

WWJD Segment
Benchmark
51.43% 44.06%
29.53% 42.46%
12.04% 8.25%
4.42% 2.29%
2.36% 2.93%

WWJD Economic Development

WWJD Segment
Benchmark
83.52% 83.80%
16.26% 16.20%

WWJD Benchmark Comparison Holdings

202
1060
145
19.40%

WWJD Benchmark Comparison Summary

WWJD Segment
Benchmark
202 1060
$32.24B $102.47B
14.43 13.48
1.73 1.76
2.97% 2.90%
Low Low

WWJD Benchmark Comparison Market Cap Size

WWJD Segment
Benchmark
87.47% 94.84%
12.28% 4.91%
0.00% 0.00%
0.00% 0.00%