Inspire Fidelis Multi-Factor ETF (FDLS) Receives Prestigious 5-Star Overall Morningstar Rating(TM)
MWN-AI** Summary
The Inspire Fidelis Multi-Factor ETF (FDLS) has recently been awarded a prestigious 5-star Overall Morningstar Rating™ for the 3-year period ending November 30, 2025. This recognition positioned FDLS among the top decile of 582 funds in the Small Blend category, reflecting high overall performance combined with average risk. Robert Netzly, CEO of Inspire Investing, expressed enthusiasm for the accolade, emphasizing the fund's ability to merge faith-aligned investing with competitive financial returns.
FDLS is designed as a faith-based ETF that comprises 100 biblically aligned companies, all with market capitalizations greater than $250 million. The ETF operates on a factor-based investment strategy that integrates momentum, value, and quality metrics while utilizing Inspire’s proprietary Inspire Impact Score™ methodology. This scoring system evaluates companies based on a robust set of criteria related to financial health, profitability, and alignment with biblical values.
With an expense ratio of 0.85%, FDLS aims to replicate the performance of the Fidelis Multi-Cap Multi-Factor Index before fees and expenses, providing investors a diversified equity portfolio without compromising their values. Inspire Investing has established itself as a leader in faith-based ETFs and prioritizes charitable contributions through its Give50 Program, which allocates a significant portion of its net corporate profits to various ministries.
Overall, the 5-star Morningstar rating serves as a testament to FDLS's strong risk-adjusted performance as investors increasingly seek ways to invest ethically and purposefully. For further details on FDLS and other faith-based investment options, interested parties can visit the Inspire ETF website.
MWN-AI** Analysis
The Inspire Fidelis Multi-Factor ETF (FDLS) recently earned a prestigious 5-Star Overall Morningstar Rating™ for the three-year period ending November 30, 2025, cementing its position as a strong contender in the small blend category among 582 funds. Investors seeking both performance and values alignment may find this ETF an attractive option, especially considering its “High” performance rating and “Average” risk profile.
FDLS offers exposure to 100 biblically aligned companies with market capitalizations over $250 million. By integrating factors such as momentum, value, and quality, the ETF employs a rigorous proprietary scoring methodology to select companies that not only perform well on financial metrics but also align with its faith-based investment ethos. With an expense ratio of 0.85%, FDLS is competitive in the ETF landscape, particularly for investors inclined toward socially responsible investing.
Given the increasing demand for faith-aligned and ESG investments, FDLS’s recognition by Morningstar underscores its appeal to a niche market segment looking to reconcile their financial goals with personal values. Investors contemplating an allocation to FDLS should review its historical performance, as well as its investment strategy, to ensure alignment with their own objectives and risk tolerance.
Despite the impressive rating, potential investors should be aware that past performance is not indicative of future results. Market volatility and shifts in consumer trends could impact FDLS's performance. Therefore, it is essential for investors to conduct thorough due diligence and consider diversifying their portfolios to mitigate risk. Overall, FDLS presents a compelling opportunity for faith-aligned investors seeking growth while maintaining their commitment to their values.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
FDLS received a 5-star Overall Morningstar Rating for the 3-year period out of 582 Small Blend funds as of 11/30/25. This rating lists FDLS's overall performance as "High" and overall risk as "Average" for the same time period.
BOISE, Idaho, Dec. 15, 2025 /PRNewswire/ -- Inspire Investing is pleased to announce that the Inspire Fidelis Multi-Factor ETF (NYSE: FDLS) has been awarded a 5-star Overall Morningstar Rating™ for the 3-year period ending 11/30/25. Morningstar's rating system evaluates funds based on their risk-adjusted returns relative to category peers, with ETFs in the top decile receiving the prestigious 5-star designation.
"We are thrilled to see FDLS receive this prestigious 5-star rating from Morningstar," said Robert Netzly, CEO of Inspire Investing. "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."
FDLS received a 5-star Overall Morningstar Rating for the 3-year period out of 582 Small Blend funds as of 11/30/25. According to Morningstar, the fund's overall performance ranks as "High," while its overall risk is rated "Average" over the same timeframe.
About FDLS
With an expense ratio of 0.85%, FDLS is a faith-based ETF comprised of 100 high-quality, biblically aligned companies (market caps greater than $250 million) seeking provides investors with access to a diversified equity portfolio that integrates momentum, value, and quality factors—all screened for alignment with biblical values using Inspire's proprietary Inspire Impact Score™ methodology.
The fund's factor-based scoring methodology ranks companies based on 16 criteria for Quality (including biblical values, profitability, financial health, and growth), 7 criteria for Momentum (including relative price strength and EPS revisions), and 8 criteria for Value (including price-to-value ratios, dividends, and volatility).
FDLS seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Fidelis Multi-Cap Multi-Factor Index. For more information about the Inspire Fidelis Multi-Factor ETF (FDLS) and other faith-based investment solutions from Inspire Investing, please visit www.inspireetf.com/fdls.
About Inspire Investing
Inspire Investing is the world's largest provider of faith-based ETFs (as of 9/30/25), and creator of the Inspire Impact Score™, which applies a proprietary methodology combining exclusionary screening with positive impact factors, aligned with Inspire's biblically responsible investing framework.
Inspire has gained recognition by FA Magazine nine times since 2017, making the Top 50 Fastest Growing Firms list three of those times. Inspire was also recognized in The Financial Times' "Americas' Fastest Growing Companies" four times and the Inc. 5000 list of fastest-growing private companies in America six years running.
Inspire also donates 50% or more of its net corporate profits from management fees to support impactful ministry projects around the globe through its Give50 Program. Ministries supported by the Give50 Program include Lifewise Academy, PreBorn!, World Help, and International Justice Mission (IJM).
Disclaimers
Information and data referenced in this article may be obtained from third-party sources believed to be reliable but Inspire makes no representation as to their accuracy or completeness. All trademarks and service marks are the property of their respective owners.
Past performance is not indicative of future results. All performance figures referenced herein are historical and may not reflect current or future market conditions. Actual investor outcomes may vary. There is no assurance that any investment strategy will achieve its objectives or avoid losses.
Inspire Investing, LLC serves as the investment adviser to certain proprietary ETFs used in Inspire portfolios. Inspire receives management fees from these ETFs, creating a potential conflict of interest. Inspire seeks to mitigate this conflict through policies and procedures that ensure recommendations are made in clients' best interests and consistent with their unique goals and risk profiles. Additional details can be found in Inspire's Form ADV Part 2A.
This content is provided for educational and informational purposes only and should not be considered personalized investment advice. Inspire does not provide legal, tax, or accounting advice. Please consult your own advisor regarding your specific situation.
Investing involves risk, including the loss of principal. There is no guarantee that the Funds will achieve their objective, generate positive returns, or avoid losses. Before investing, consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireetf.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA. Inspire and Foreside Financial Services LLC are not affiliated. Copyright © 2025 Inspire. All rights reserved.
© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Morningstar Rating: The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed- end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns.
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SOURCE Inspire Investing
FAQ**
How does the investment strategy of the Inspire Fidelis Multi-Factor ETF (FDLS) compare to that of the Inspire 500 ETF PTL in terms of risk and return profile?
Can you explain how the proprietary Inspire Impact Score™ methodology used in FDLS differs from the evaluation criteria for the Inspire 500 ETF PTL?
What specific factors contributed to FDLS receiving a 5-star rating from Morningstar compared to similar ETFs, including the Inspire 500 ETF PTL?
How does the expense ratio of FDLS at 0.85% stack up against the Inspire 500 ETF PTL, and what implications does this have for long-term investors?
**MWN-AI FAQ is based on asking OpenAI questions about Inspire Tactical Balanced ESG (NYSE: RISN).
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