In the ever-evolving landscape of financial instruments, exchange-traded funds (ETFs) have gained prominence for their accessibility and diversified nature. The GLRY ETF, short for "GLRY ETF Name," stands out as a unique faith-based ETF that caters to investors looking to align their investments with their values. This article delves into the intricacies of the GLRY ETF, its investment approach, and the underlying principles that guide its portfolio construction.
The GLRY ETF operates as an actively managed fund, focusing on midcap stocks that fall within a market capitalization range of $3 billion to $13 billion. This specific category of stocks constitutes the majority of the fund's portfolio, with at least 80% of its net assets invested in these midcap companies.
The ETF's investment strategy is guided by a faith-based analysis methodology known as the Inspire Impact Score™. This proprietary scoring system, developed by Inspire Investing, LLC (the "Adviser"), assesses companies based on their alignment with biblical values. It assigns higher scores to companies that demonstrate positive attributes such as ethical conduct, responsible business practices, and contributions to societal well-being. Conversely, companies involved in activities contrary to biblical principles, such as abortion, pornography, and human trafficking, receive lower scores or are excluded from the eligible investment universe.
GLRY overlap What is the GLRY ETF?
The GLRY ETF's investment adviser, in this case, Inspire Investing, collaborates with a sub-adviser named SevenOneSeven Capital Management, LTD. The sub-adviser utilizes technical analysis to select investments from the pool of companies approved by the Inspire Impact Score™ methodology. The analysis focuses on identifying stocks with momentum and growth potential, backed by indicators such as financial health, earnings trends, valuation, risk assessment, and relative strength.
One of the distinguishing features of the ETF is its momentum-driven approach. By investing in securities that have demonstrated strong recent performance compared to their peers, the fund aims to capture upward price movements and capitalize on their growth potential. This strategy involves dynamic allocation, where the fund may have varying percentages of assets invested in different sectors at any given time.
The core of the GLRY ETF's investment process lies in the Inspire Impact Score® methodology. This system evaluates companies on both positive and negative criteria, reflecting their alignment with biblical values. On the positive side, the methodology assigns scores based on categories such as access and affordability, air quality, business ethics, competitive behavior, customer privacy, employee engagement and diversity, and more. Companies excelling in these areas receive higher scores.
Conversely, negative scores are assigned to companies involved in activities contrary to biblical values. These include areas like abortion, alcohol production, gambling, human rights violations, tobacco, and more. Companies engaged in these activities receive negative scores or are excluded from the eligible investment universe.
In the world of financial instruments, the GLRY ETF stands as a unique offering for investors seeking to invest in alignment with their faith-based values. With its emphasis on the Inspire Impact Score® methodology, the ETF takes a holistic approach to investment by considering both financial performance and ethical alignment. As always, it's important for investors to thoroughly understand the investment strategy and consult with financial professionals before making any investment decisions.
Disclaimer: This article is for informational purposes only and does not provide investment advisory services.
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GLRY ETF, is an exchange-traded fund that provides investors with exposure to companies operating in the relevant sector.
GLRY ETF aims to track the performance of a specific index, which includes companies involved in various aspects of the relevant industry.
GLRY ETF includes companies from the relevant industry, which may consist of specialized firms, equipment manufacturers, and other related entities.
GLRY ETF functions by pooling investors' capital to purchase a diversified portfolio of related stocks, aiming to replicate the performance of the underlying index.
Investing in the GLRY ETF offers exposure to a specialized sector with potential for growth and innovation. It allows investors to diversify within the industry, which could experience significant advancements and expansion in the future.