Inspire Fidelis Multi-Factor ETF (FDLS) Achieves Notable 5-Star Rating
Inspire Fidelis Multi-Factor ETF (NYSE: FDLS) has received an impressive 5-star Overall Morningstar Rating for the three-year period, placing it among the top-performing funds in the Small Blend category. This recognition is a testament to the fund's strong performance, characterized by high overall returns and an average risk profile.
Understanding the Morningstar Rating
The Morningstar rating system evaluates various funds based on their risk-adjusted returns compared to peers in the same category. Funds that rank in the top decile enjoy a coveted 5-star designation. This rating reflects the historical performance of FDLS against a backdrop of 582 Small Blend funds.
Statements from Leadership
Robert Netzly, the CEO of Inspire Investing, expressed pride in the fund's achievement, stating, "We are thrilled to see FDLS receive this prestigious 5-star rating from Morningstar. This milestone demonstrates that faith-aligned investing can deliver competitive performance without compromising values. Investors are increasingly seeking ways to invest with conviction, and we're grateful to help them put their money to work with purpose."
About the Inspire Fidelis Multi-Factor ETF
With an expense ratio of 0.85%, FDLS is a unique faith-based ETF composed of 100 high-quality, biblically aligned companies, each with market caps exceeding $250 million. The ETF provides investors a diversified equity portfolio integrated with momentum, value, and quality factors, with all assets screened for alignment with biblical values through Inspire's proprietary Inspire Impact Score™ methodology.
Investment Strategy
The strategy behind FDLS involves a factor-based scoring system that categorizes companies based on 16 quality criteria, including biblical values and profitability, along with 7 momentum criteria that assess strength in relative pricing and earnings revisions, and 8 criteria focused on value, which includes evaluating dividends and volatility.
Financial Performance
FDLS aims to replicate results that generally align with the performance of the Fidelis Multi-Cap Multi-Factor Index. Investors can find satisfaction in knowing that their investments not only perform well financially but also adhere to their values.
About Inspire Investing
As the world’s largest provider of faith-based ETFs, Inspire Investing, as of September 2025, continues to lead the market with its innovative approach to biblically responsible investing. The company’s Inspire Impact Score™ applies a proprietary methodology that combines exclusionary screening with positive impact factors.
Since 2017, Inspire Investing has been recognized by prominent financial industry publications for its rapid growth and innovative offerings. It has secured a spot on the FA Magazine’s Top 50 Fastest Growing Firms list multiple times and gained recognition in The Financial Times and the Inc. 5000 list of fastest-growing private companies multiple years in succession.
In an effort to give back, Inspire Investing commits to donate 50% or more of its net corporate profits derived from management fees. These donations support impactful ministry projects worldwide, assisting organizations such as Lifewise Academy and International Justice Mission (IJM).
Frequently Asked Questions
What is the Inspire Fidelis Multi-Factor ETF (FDLS)?
FDLS is a faith-based ETF comprising 100 biblically aligned companies, offering a diversified investment strategy focused on high-performance potential while adhering to Christian values.
What does the Morningstar rating signify?
The Morningstar rating indicates the fund's performance relative to its peers, focusing on risk-adjusted returns, providing investors a clear benchmarking tool to assess fund quality.
How are investments managed in FDLS?
Investments in FDLS are managed through a systematic approach using a scoring methodology that evaluates companies on parameters like value, momentum, and overall quality aligned with biblical principles.
What impact does Inspire Investing aim for with its donations?
Inspire Investing's donations support various global ministry projects aimed at making a positive change, reflecting the company’s commitment to responsible and impactful investing.
Can I find more information on Inspire's investment strategies?
Yes, comprehensive information about investment strategies and other offerings by Inspire Investing is available on their official website. It's advisable to consult the prospectus for detailed insights into the funds.
