BIBLInspire 100 ETF

Grow my money8y track recordRanked #671 of 3,051 in this goal

Seeks to replicate investment results that generally correspond to the performance of the Inspire 100 Index.

By Inspire · Launched 2017

Annual Cost

0.35%

#1,699 of 6,035 · low cost

Fund Size

$500M

#1,665 of 6,035 · large

Return (1Y)

+24.6%

Track Record

8 years

#1,623 of 6,035 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,337+23.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Focus

Faith Based

Index tracked

Inspire 100 Index

Holdings

By weight

Concentration

Top 10 holdings = 39.4% of funddiversified

Caterpillar Inc

8.6%

KLA Corp.

4.8%

Amphenol Corporation

4.1%

Arista Networks Inc

3.9%

Welltower Inc.

3.5%

The Progressive Corporation

3.2%

Prologis Inc.

3.2%

Parker-Hannifin Corp.

3.0%

Interactive Brokers Group Inc

2.8%

Vertiv Holdings Co

2.3%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

32.6%

Industrials

24.2%

Real Estate

11.2%

Financial Services

9.2%

Energy

8.0%

Basic Materials

5.6%

Healthcare

5.3%

Utilities

3.3%

Other

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.9%Moderate

Year-on-year price swings

Max drawdown

-37.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.86Decent risk-adjusted returns

Sortino (3Y)

1.25Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to replicate investment results that generally correspond to the performance of the Inspire 100 Index.
Strategy: Invests primarily in domestic large capitalization equity securities with an Inspire Impact Score™ of zero or higher, aiming to replicate the Inspire 100 Index. The Fund may use representative sampling to track the Index, which is market capitalization weighted.
Inception date: October 30, 2017
Fund family: Inspire