Morningstar

Inspire Fidelis Multi Factor ETF FDLS

Morningstar Medalist Rating
Medalist Rating as of | See Inspire Investment Hub

Morningstar’s Analysis FDLS

Will FDLS outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDLS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDLS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FDLS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Inspire Fidelis Multi Factor ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FDLS

More FDLS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Telos Corp Ordinary Shares

1.35 3M
Technology

Halozyme Therapeutics Inc

1.19 3M
Healthcare

PACS Group Inc

1.15 3M
Healthcare

Ovintiv Inc

1.15 3M
Energy

Microchip Technology Inc

1.15 3M
Technology

Omnicell Inc

1.14 3M
Healthcare

Concentra Group Holdings Parent Inc

1.14 3M
Healthcare

GigaCloud Technology Inc Class A

1.13 3M
Technology

APA Corp

1.13 3M
Energy

Entegris Inc

1.13 3M
Technology

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