Inspire Fidelis Multi-Factor ETF Achieves Coveted 5-Star Morningstar Rating

Inspire Fidelis Multi-Factor ETF Achieves Prestigious 5-Star Morningstar Rating

In a notable accomplishment for the investment community, the Inspire Fidelis Multi-Factor ETF (FDLS) has been awarded a coveted 5-star Overall Morningstar Rating™. This recognition, applicable to the three-year period ending on November 30, 2025, ranks FDLS in the top decile of performance among 582 Small Blend funds. The fund’s performance has been deemed "High" while its associated risk is rated as "Average," demonstrating its effective balance of risk and reward.

Significance of the Rating

The Morningstar rating system is a reputable benchmark used by investors to assess mutual funds and exchange-traded funds (ETFs) based on their risk-adjusted returns relative to peers within the same category. Achieving a 5-star rating indicates that FDLS has distinctly outperformed many of its competitors, signifying both robust returns and prudent management.

Robert Netzly, CEO of Inspire Investing, expressed his enthusiasm about this achievement, stating, "We are thrilled to see FDLS receive this prestigious 5-star rating from Morningstar. 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 FDLS - Key Details

The Inspire Fidelis Multi-Factor ETF offers a unique opportunity for investors looking to align their investments with their faith. With an expense ratio set at 0.85%, FDLS consists of 100 high-quality, biblically aligned companies that hold market caps exceeding $250 million. The fund utilizes Inspire’s proprietary methodology known as the Inspire Impact Score™, which emphasizes a multi-factor investment strategy that incorporates momentum, quality, and value while adhering to biblically inspiring principles.

Companies within the ETF are assessed based on 16 criteria related to quality, including aspects such as biblical values, profitability, financial health, and growth potential. This thorough evaluation extends to factors relevant to momentum and value, ensuring that investments are not only ethically sound but also financially robust.

By committing to replicate the performance of the Fidelis Multi-Cap Multi-Factor Index, FDLS represents a promising investment vehicle for those who prioritize integrating faith with financial growth.

Inspire Investing’s Commitment to Faith-Based Strategies

Inspire Investing is recognized as the largest provider of faith-based ETFs as of September 30, 2025. The firm has consistently focused on developing investment solutions that resonate with individuals seeking to invest in accordance with their values. Through its unique Inspire Impact Score™, Inspire combines exclusionary screening methods with positive impact criteria, effectively marrying ethical investing with tangible financial results.

In addition to its investment-focused initiatives, Inspire is dedicated to charitable giving. Through the Give50 Program, the firm donates 50% or more of its net corporate profits derived from management fees to support various ministry projects worldwide. Partnered organizations like Lifewise Academy, PreBorn!, World Help, and the International Justice Mission greatly benefit from this commitment, demonstrating Inspire’s holistic approach to finance and faith.

Conclusion

The Inspire Fidelis Multi-Factor ETF stands as a testament to the viability of faith-based investing. With its prestigious 5-star Morningstar rating, FDLS is not just a financial product but a pathway for investors to align their financial decisions with their core beliefs. This emerging strategy continues to resonate with a growing audience seeking to invest with purpose while achieving competitive returns. For more information about FDLS and other faith-based investment options, visit Inspire's website.