BLESInspire Global Hope ETF

Grow my money9y track recordRanked #1,498 of 2,960 in this goal

Seeks to replicate investment results that correspond to the performance of the Global Hope Index.

By Inspire · Launched 2017

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$156M

#2,525 of 5,562 · mid-size

Return (1Y)Goal

+20.5%

Track Record

9 years

#1,529 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,158+21.6%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Large

Strategy

Index tracking

Focus

Faith Based

Index tracked

Global Hope Index

What it actually holds

By weight

Concentration

Top 10 holdings = 3.5% of fund✓ well diversified

Aeon Co Ltd.

0.4%

Albemarle Corp

0.4%

Bloom Energy Corporation

0.4%

Sociedad Quimica y Minera de Chile S A

0.4%

Ciena Corporation

0.3%

Coca-Cola Consolidated Inc

0.3%

Western Digital Corp.

0.3%

Samsung SDI Co Ltd.

0.3%

Roivant Sciences Ltd

0.3%

Teradyne Inc.

0.3%

Asset allocation

Stocks

98.6%

Cash

1.2%

Other

0.2%

By sector

Industrials

20.3%

Technology

17.6%

Financial Services

13.0%

Basic Materials

9.8%

Real Estate

7.6%

Utilities

7.0%

Healthcare

7.0%

Consumer Cyclical

6.3%

Other

11.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.9%Moderate

Year-on-year price swings

Max drawdown

-40.4%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.80Decent risk-adjusted returns

Sortino (3Y)

1.16Good 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 Global Hope Index.
Strategy: Invests primarily in component securities of the Global Hope Index, focusing on large-cap companies with a positive Inspire Impact Score. May use representative sampling to track the index.
Inception date: February 27, 2017
Fund family: Inspire