Key stats
About Inspire Global Hope ETF
Home page
Inception date
Feb 27, 2017
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Inspire Investing LLC
Distributor
Foreside Fund Services LLC
BLES is a principles-based fund that screens stocks for how closely they line up with biblical values and positive impact on the world, measured through a proprietary scoring system. The methodology starts by screening out companies that have any level of participation in any of the following: abortion, gambling, alcohol, pornography, the LGBT lifestyle, and more. After that filter, the index looks for companies that provide products and services towards education, fighting disease, helping the poor and marginalized, and Christian-themed products as defined by the Issuer. Other criteria are treatment of employees, community involvement, and environment. BLES plans to compose its portfolio as 50% domestic securities, 40% in developed foreign securities, and 10% in emerging market securities. The index is equally weighted and rebalanced quarterly. Between March 30 and August 19, 2022, the fund's name included a reference to 'ESG'. The name changes did not impact the fund strategy.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.