FDLS
Inspire Fidelis Multi Factor ETF
📎 Investment Objective
The Inspire Fidelis Multi Factor ETF (FDLS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Inspire Fidelis Multi-Factor Index.
Overview
ETF tracking Inspire Fidelis Multi Factor ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Inspire Fidelis Multi Factor ETF (FDLS) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the Inspire Fidelis Multi-Factor Index.
🎯 Investment Strategy
The ETF employs a passive management (or index-tracking) investment approach, designed to track the performance of the underlying index. The index is composed of U.S. large-cap stocks that exhibit certain 'multi-factor' characteristics, such as value, quality, momentum, and low volatility.
✨ Key Features
- Passively managed index-tracking ETF
- Focuses on U.S. large-cap stocks with multi-factor characteristics
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions
- Concentration risk: The fund's performance may be more volatile due to its focus on a specific market segment
- Tracking error risk: The fund may not perfectly track the underlying index
- Liquidity risk: The ETF may have difficulty trading certain securities at an advantageous time or price
👤 Best For
The Inspire Fidelis Multi Factor ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of U.S. large-cap stocks with a focus on multi-factor investing. However, due to the fund's limited performance history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.