1. FDLS received a 5-star Morningstar Rating for high performance. 2. It is rated among the top 10% of Small Blend funds. 3. Investors prefer faith-aligned investing, enhancing FDLS's appeal. 4. FDLS focuses on high-quality, biblically aligned companies. 5. Expense ratio is set at 0.85%, assuring competitive pricing.
FAQ
Why Bullish?
The prestigious 5-star Morningstar rating can attract more investors. For instance, funds receiving high ratings often see significant inflows, as seen with popular ETFs post-ratings.
How important is it?
The Morningstar rating is a strong indicator of fund viability and investor confidence.
Why Short Term?
Immediate investor interest may surge due to the rating. Similar past ratings often resulted in rapid stock price increases.
Inspire Fidelis Multi-Factor ETF (FDLS) Earns 5-Star Overall Morningstar Rating
Inspire Investing proudly announces that the Inspire Fidelis Multi-Factor ETF (NYSE: FDLS) has received a distinguished 5-star Overall Morningstar Rating™ for the three-year period ending November 30, 2025. This accolade places FDLS within the top 2% of Small Blend funds, underscoring its strong performance relative to its peers.
Outstanding Performance and Risk Metrics
The 5-star rating from Morningstar highlights FDLS's overall performance as "High" and its overall risk as "Average." According to Morningstar's evaluation framework, only ETFs in the top decile based on risk-adjusted returns are eligible for this prestigious rating.
As of the latest assessment, FDLS was one of 582 funds reviewed, further illustrating its competitive edge in the marketplace.
Comments from Leadership
"We are thrilled to see FDLS receive this prestigious 5-star rating from Morningstar," expressed Robert Netzly, CEO of Inspire Investing. "This milestone demonstrates that faith-aligned investing can deliver competitive performance without compromising values. Investors are increasingly seeking ways to invest with conviction, and we're grateful to help them put their money to work with purpose."
About the Inspire Fidelis Multi-Factor ETF (FDLS)
With an expense ratio of 0.85%, FDLS comprises 100 high-quality, biblically aligned companies with market capitalizations greater than $250 million. The fund is designed to provide investors with a diversified equity portfolio integrating momentum, value, and quality factors—all screened for alignment with biblical values using Inspire's proprietary Inspire Impact Score™ methodology.
- Quality Criteria: 16 metrics, focusing on biblical values, profitability, financial health, and growth.
- Momentum Criteria: 7 metrics, including relative price strength and EPS revisions.
- Value Criteria: 8 metrics, including price-to-value ratios, dividends, and volatility.
FDLS aims to replicate the performance of the Fidelis Multi-Cap Multi-Factor Index, before fees and expenses. For further details about FDLS and other faith-based investment solutions, visit www.inspireetf.com/fdls.
About Inspire Investing
Inspire Investing is recognized as the world’s largest provider of faith-based ETFs as of September 30, 2025. The firm is also the creator of the Inspire Impact Score™, which employs a proprietary methodology that combines exclusionary screening with positive impact factors, thereby aligning with biblical values.
Inspire's achievements include recognition by FA Magazine on multiple occasions since 2017 and listings in prestigious rankings like The Financial Times and Inc. 5000.
Furthermore, Inspire donates over 50% of its net corporate profits from management fees to support impactful ministry projects globally through its Give50 Program, supporting initiatives such as Lifewise Academy, PreBorn!, and International Justice Mission (IJM).
Disclaimers
The information and data presented in this article were obtained from third-party sources believed to be reliable; however, Inspire Investing makes no representations about their accuracy or completeness. Past performance is not indicative of future results, and actual investor outcomes may vary.
For personalized investment advice, individuals should consult their financial advisor. Investing involves risks, including the loss of principal, and there is no assurance that any investment strategy will achieve its objectives or avoid losses.