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 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Par Pacific Holdings Inc

1.41 3M
Energy

HF Sinclair Corp

1.27 3M
Energy

EverQuote Inc Class A

1.23 3M
Communication Services

Valero Energy Corp

1.22 3M
Energy

Donnelley Financial Solutions Inc

1.22 3M
Technology

Aveanna Healthcare Holdings Inc

1.21 3M
Healthcare

PACS Group Inc

1.20 3M
Healthcare

Astrana Health Inc

1.18 3M
Healthcare

Omnicell Inc

1.17 3M
Healthcare

Slide Insurance Holdings Inc

1.16 3M
Financial Services

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