Inspire Fidelis Multi Factor ETF (NYSE: FDLS) Celebrates 3-Year Anniversary, Surpasses $100 Million in AUM
"FDLS reaching this milestone is more than just a number—it's a signal that investors are hungry for values-driven alternatives that don't compromise on performance or integrity," said
Launched in 2022, FDLS provides investors with access to a diversified equity portfolio that integrates momentum, value, and quality factors—all screened for alignment with biblical values using Inspire's proprietary Inspire Impact Score™ methodology.
FDLS was awarded a 4-star Overall Morningstar Rating™ based on the 3-year period out of 381 mid-cap blend funds as of 8/31/25. Morningstar's rating system evaluates funds based on their risk-adjusted returns relative to similar funds.
FDLS is one of nine exchange-traded funds (ETFs) offered by Inspire and is part of the firm's growing lineup of faith-based investment solutions. Inspire's ETF platform now manages over
About Inspire Investing
Inspire Investing is the world's largest provider of faith-based ETFs as of 6/30/25, and creator of the Inspire Impact Score™, which applies a proprietary methodology combining exclusionary screening with positive impact factors, aligned with Inspire's biblically responsible investing framework.
Inspire has gained recognition by
Inspire also donates 50% or more of its net corporate profits from management fees to support impactful ministry projects around the globe through its Give50 Program. Ministries supported by the Give50 Program include
Visit www.inspireinvesting.com to learn more about Inspire and biblically responsible investing. To learn more about FDLS and Inspire's full lineup of ETFs, visit www.inspireetf.com.
Advisory services are offered through
Past performance is not indicative of future results. All performance figures referenced herein are historical and may not reflect current or future market conditions. Actual investor outcomes may vary. There is no assurance that any investment strategy will achieve its objectives or avoid losses.
The Inspire Impact Score™ applies a proprietary methodology combining exclusionary screening with positive impact factors, aligned with Inspire's biblically responsible investing framework.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Rankings, awards, and recognition by unaffiliated rating services or publications should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Inspire Investing is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Inspire by any of its clients. The Inc. 5000 rankings are based on percentage revenue growth over a three-year period among participating private
Inspire Investing integrates biblical principles into its investment philosophy through a Biblically Responsible Investing (BRI) approach. This value-based methodology reflects Inspire's interpretation of Scripture and may not align with the views or beliefs of all investors. Inspire does not claim divine endorsement of any investment outcome or specific company behavior.
Charitable giving referenced in this article is made by Inspire Investing through its business operations and partnerships. These efforts are not tied to specific investment results. Investors are not guaranteed a charitable impact from their participation in Inspire's products or services. Inspire's charitable efforts are subject to change and are not tax-deductible for investors.
Before investing, carefully consider the funds' investment objectives, risks, charges and expenses before investing. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireetf.com. Read it carefully before investing.
The Inspire ETFs are distributed by
Investments involve risk. Principal loss is possible.
Securities in the Index or in the Fund's portfolio may underperform in comparison to the general securities markets or other asset classes. The Fund is not actively managed and the Adviser will not sell shares of an equity security due to current or projected underperformance of a security, industry or sector, unless that security is removed from the Index or the selling of shares of that security is otherwise required upon a rebalancing of the Index as addressed in the Index methodology. Tracking error may occur because of imperfect correlation between the Fund's holdings of portfolio securities and those in the Index. The Fund's use of a representative sampling approach, if used, could result in its holding a smaller number of securities than are in the Index. To the extent the assets in the Fund are smaller, these risks will be greater.
The Fund invests its assets in securities with an Inspire Impact Score® of zero or higher. As a result of its strategy, the Fund's exclusion of securities of certain issuers for nonfinancial reasons may cause the Fund to forgo some market opportunities available to funds that do not use these criteria. The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes.
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SOURCE Inspire Investing