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Beacon

PTLInspire 500 ETF

Grow my money#720 of 2944 for Grow my money

Seeks to replicate investment results that correspond to the performance of the Inspire 500 Index.

Inspire · Since 2024 (2 years)

Annual Cost

0.09%

#327 out of 5,332 ETFs

Fund Size

$677M

#1233 out of 5,332 ETFs

Dividend Yield

1.27%

Track Record

2 years

#3596 out of 5,332 ETFs

Performance

1 Year

+36.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
Faith Based

Asset allocation

Stocks
99.6%
Cash
0.4%

Sector breakdown

Technology
26.8%
Industrials
19.4%
Energy
11.5%
Financial Services
7.8%
Consumer Cyclical
7.5%
Basic Materials
6.5%
Real Estate
6.3%
Healthcare
5.7%
Other
8.6%

Top holdings

Broadcom IncAVGO10.2%
Exxon Mobil CorpXOM4.7%
The Home Depot IncHD2.3%
Palantir Technologies Inc Ordinary Shares - Class APLTR2.0%
Caterpillar IncCAT2.0%
Linde PLCLIN1.6%
GE Vernova IncGEV1.5%
NextEra Energy IncNEE1.2%
KLA CorpKLAC1.1%
Arista Networks IncANET1.0%

Risk profile

Volatility (1Y)

14.9%

Moderate

Max drawdown

-19.7%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05