BIBLInspire 100 ETF

Grow my money8y track recordRanked #685 of 2,960 in this goal

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

By Inspire · Launched 2017

Annual Cost

0.35%

#1,706 of 5,562 · low cost

Fund Size

$460M

#1,631 of 5,562 · large

Return (1Y)Goal

+41.8%

Track Record

8 years

#1,637 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,934+39.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Focus

Faith Based

Index tracked

Inspire 100 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.5% of fund✓ well diversified

Caterpillar Inc

6.5%

Arista Networks Inc

4.3%

Amphenol Corporation

4.2%

The Progressive Corporation

3.6%

Welltower Inc.

3.6%

KLA Corp.

3.5%

Prologis Inc.

3.3%

Parker-Hannifin Corp.

3.0%

Interactive Brokers Group Inc

2.7%

Freeport-McMoRan Inc.

2.0%

Asset allocation

Stocks

99.7%

Cash

0.3%

By sector

Technology

32.8%

Industrials

25.7%

Real Estate

14.3%

Financial Services

8.3%

Energy

5.9%

Basic Materials

4.5%

Healthcare

4.4%

Utilities

3.4%

Other

0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.2%Moderate

Year-on-year price swings

Max drawdown

-36.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.01Strong risk-adjusted returns

Sortino (3Y)

1.48Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to replicate investment results that correspond to the performance of the Inspire 100 Index.
Strategy: Invests at least 80% of total assets in component securities of the Inspire 100 Index, selecting large-cap equity securities with an Inspire Impact Score of zero or higher based on biblical values.
Inception date: October 30, 2017
Fund family: Inspire