FDLS Profile
Inspire Fidelis Multi Factor ETF is designed to provide investors with broad exposure to a diverse range of securities that adhere to multi-factor investment criteria. The fund aims to invest at least 80% of its total assets in securities that meet these multi-factor criteria and are constituents of its benchmark index. This approach is intended to closely track the performance of the index, which comprises 100 carefully selected components representing various sectors and industries.
The underlying index utilized by the ETF is structured to capture the benefits of a multi-factor investment strategy. This strategy involves selecting securities based on multiple factors, such as value, quality, momentum, and low volatility, which are believed to drive superior long-term performance. By incorporating these factors, the index aims to enhance returns while managing risk through a diversified approach across different market segments.
Managed by Inspire Investing, the ETF employs a replication methodology to achieve its investment objectives. This means that the fund invests in all the securities included in the index in proportions that reflect their weightings within the index. This approach ensures that the fund maintains a composition that mirrors the index, providing investors with accurate exposure to the targeted multi-factor strategy without concentrating in any specific industry or sector.
Inspire Fidelis Multi Factor ETF benefits from Inspire Investing’s expertise in multi-factor investing and its commitment to a disciplined, research-driven approach. The firm’s investment team utilizes extensive analytical resources to select and manage the securities in the fund, adhering to the multi-factor criteria of the index. This strategy aims to offer investors a balanced and diversified investment option that leverages multi-factor insights to potentially deliver robust long-term performance while minimizing industry concentration risks.
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