The Inspire Faith Values ETF (FEVR) is an actively managed exchange-traded fund (ETF) that places a strong emphasis on environmental, social, and governance (ESG) criteria. This ETF is managed by Inspire Investing, LLC, with SevenOneSeven Capital Management, LTD serving as the sub-adviser responsible for asset management. The fund utilizes the Inspire Impact Score™ methodology, developed and maintained by the Adviser, to select investments that align with faith-based ESG values. The methodology screens potential portfolio securities daily, assigning higher scores to companies demonstrating above-average ESG performance while excluding those engaged in activities contrary to biblical values, such as abortion, pornography, and other ethically questionable practices. FEVR aims to invest in well-established companies with strong growth potential, emphasizing factors like financial health, earnings trends, valuation, risk, and relative strength. This ETF provides investors with an opportunity to support companies that align with their values while potentially benefiting from above-average growth potential within their investment portfolio.
The FEVR Dividend ETF, managed by Inspire Investing, primarily focuses on investing in large-cap stocks that meet the fund's environmental, social, and governance (ESG) criteria. While dividends may not be the primary objective of this actively managed ETF, it reflects the dividend distribution of its underlying portfolio. Dividends are typically distributed quarterly and are influenced by the individual dividend policies and performances of the constituent companies. FEVR Dividend provides investors with exposure to well-established and well-capitalized companies that align with biblically inspired values, offering potential capital appreciation alongside dividends.
The FEVR Tracking ETF, managed by Inspire Investing, focuses on actively managing its portfolio with a strong emphasis on environmental, social, and governance (ESG) criteria. The fund invests at least 80% of its net assets in large-cap stocks, targeting companies with market capitalizations of at least $13 billion that meet specific ESG criteria. The ETF utilizes the proprietary Inspire Impact Score™ methodology, which evaluates companies based on their alignment with biblical values and assigns higher scores to those demonstrating above-average ESG ratings. FEVR Tracking seeks to invest in well-established, well-capitalized companies with high growth potential, making it an appealing option for investors looking for a faith-based ESG investment approach. The fund also screens out companies involved in activities that do not align with biblical values, ensuring a portfolio that reflects ethical and socially responsible principles.
The correlation aspect of the FaithShares ETF Value Fund (FEVR) is not widely known, as the fund primarily focuses on investing in large-cap stocks that align with its environmental, social, and governance (ESG) criteria. Therefore, its correlation with traditional market benchmarks may vary depending on its specific ESG investment choices. To gain a better understanding of FEVR's correlations, investors can utilize the ETF Insider web app, which provides in-depth and insightful data for various US ETFs. With its user-friendly visualization tools, ETF Insider can help investors analyze correlations and overlaps, making it easier to make informed investment decisions within the ESG space.
The FEVR Sector ETF primarily focuses on investing in companies with market capitalizations of at least $13 billion that meet specific environmental, social, and governance (ESG) criteria. The ETF's investment adviser, Inspire Investing, utilizes a sub-adviser, SevenOneSeven Capital Management, LTD, to manage its assets. The fund's portfolio is selected using a proprietary Inspire Impact Score™ method of faith-based ESG analysis to identify companies that align with biblical values and have high growth potential. FEVR Sector aims to invest in securities that are well-known, well-established, and well-capitalized while avoiding companies involved in activities that do not align with its ESG criteria, such as alcohol, tobacco, and abortion-related businesses. The ETF offers investors an opportunity to align their investments with their faith-based values while seeking potential growth in a diversified large-cap stock portfolio.
The exposure characteristics of the FEVR ETF emphasize a unique investment approach. FEVR seeks to invest in companies with market capitalizations of at least $13 billion that meet specific environmental, social, and governance (ESG) criteria. This actively managed ETF, advised by Inspire Investing, utilizes the Inspire Impact Score™ methodology to create an acceptable investment universe for its sub-adviser, SevenOneSeven Capital Management, LTD. The ETF focuses on companies that align with biblical values and excludes those involved in activities such as abortion, pornography, and human trafficking. This approach allows FEVR to invest in well-established, well-capitalized companies with above-average growth potential, making it an attractive option for investors who prioritize ESG and ethical considerations in their portfolios.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
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4 min readThe FEVR ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the FEVR ETF.
3 min readWe'll delve into various aspects, including ETF tickers, full names, issuers, sectors, top holdings, capitalization, strategy, tracking, and exposure.
3 min readWe will conduct an in-depth comparison between two prominent ETFs: DGL (Invesco DB Gold Fund) and FKRCX (Fidelity® Select Gold Portfolio).
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
