Inspire Fidelis Multi Factor ETF (NYSE: FDLS) Celebrates 3-Year Anniversary, Surpasses $100 Million in AUM
MWN-AI** Summary
Inspire Investing recently celebrated a significant milestone for its Inspire Fidelis Multi Factor ETF (NYSE: FDLS), marking its three-year anniversary and surpassing $100 million in assets under management (AUM) as of August 25, 2025. This achievement reflects a growing interest among investors in values-driven investment alternatives that maintain high performance, as noted by Inspire's CEO Robert Netzly.
Launched in 2022, FDLS offers investors a diversified equity portfolio that integrates key financial factors—momentum, value, and quality—all screened for alignment with biblical values through Inspire's proprietary Inspire Impact Score™ methodology. As recognition of its performance, FDLS received a 4-star Overall Morningstar Rating™ based on its risk-adjusted returns, ranking among the top mid-cap blend funds in its category.
Inspire’s ETF platform has also grown significantly, managing over $2.1 billion in assets across various funds as of June 30, 2025, contributing to a total of over $3.5 billion in assets under management, including separately managed accounts. The success of FDLS exemplifies the increasing demand for investment strategies that align with personal values, particularly among faith-based investors.
Inspire Investing has been recognized multiple times for its growth and impact on the industry, consistently making lists such as FA Magazine's Top 50 Fastest Growing Firms and the Financial Times' "Americas' Fastest Growing Companies." With a commitment to share its success, Inspire donates over 50% of its net corporate profits to support global ministries through its Give50 Program.
For those interested in faith-based investing strategies, Inspire's growing lineup of ETFs, including FDLS, offers an opportunity to invest while aligning with values that matter to them.
MWN-AI** Analysis
The Inspire Fidelis Multi Factor ETF (NYSE: FDLS) has recently marked its three-year anniversary and surpassed $100 million in assets under management (AUM), reflecting a significant milestone in its growth trajectory. As a financial analyst, this development is important for potential investors looking for opportunities in the intersection of ethical investing and solid performance metrics.
FDLS distinguishes itself by utilizing a multi-factor investment strategy that incorporates momentum, value, and quality factors, all screened for alignment with biblical values. This unique approach resonates particularly well with socially conscious investors who prioritize ethical alignment alongside financial performance. The recent 4-star Overall Morningstar Rating reinforces FDLS's ability to deliver competitive risk-adjusted returns compared to its peers in the mid-cap blend category, indicating consistent performance.
The rise in AUM speaks volumes about increasing demand for values-based investment options, especially as mainstream investors increasingly seek to reconcile their financial goals with their ethical beliefs. Inspire Investing’s integrated charitable efforts, like the Give50 Program, further enhance the appeal for investors who want their funds to contribute to social initiatives.
From a market perspective, the sustained growth and recent achievements suggest that FDLS is poised for continued popularity, particularly among investors looking for stability and ethical investment opportunities. Given its unique positioning, FDLS could serve as an excellent diversification tool in a broader portfolio.
Potential investors should, however, remain conscious of inherent risks. Past performance does not guarantee future results, and the fund’s exclusionary screening may limit exposure to high-growth sectors. It’s advisable to conduct thorough due diligence and consider personal investment goals and risk tolerance before adding FDLS to your investment portfolio.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
BOISE, Idaho , Sept. 10, 2025 /PRNewswire/ -- Inspire Investing is pleased to announce major milestones for the Inspire Fidelis Multi Factor ETF (NYSE: FDLS) which recently celebrated its three-year anniversary and surpassed $100 million in assets under management as of August 25 , 2025— the first trading day following the anniversary.
"FDLS reaching this milestone is more than just a number—it's a signal that investors are hungry for values-driven alternatives that don't compromise on performance or integrity," said Robert Netzly , CEO of Inspire Investing. "This achievement reflects the growing desire to invest with conviction, and we are grateful to serve investors who want their money to make a difference."
Launched in 2022, FDLS 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.
FDLS was awarded a 4-star Overall Morningstar Rating ™ based on the 3-year period out of 381 mid-cap blend funds as of 8/31/25. Morningstar's rating system evaluates funds based on their risk-adjusted returns relative to similar funds. ?
FDLS is one of nine exchange-traded funds (ETFs) offered by Inspire and is part of the firm's growing lineup of faith-based investment solutions. Inspire's ETF platform now manages over $2.1 billion in assets (as of 6/30/25), contributing to the firm's total $3.5 billion+ in assets under management across ETFs and separately managed accounts.
About Inspire Investing
Inspire Investing is the world's largest provider of faith-based ETFs as of 6/30/25, 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).
Visit www.inspireinvesting.com to learn more about Inspire and biblically responsible investing. To learn more about FDLS and Inspire's full lineup of ETFs, visit www.inspireetf.com .
Advisory services are offered through Inspire Investing, LLC, a Registered Investment Adviser with the SEC. All expressions of opinion are subject to change without notice and are provided for informational purposes only. Nothing in this article should be construed as an offer, solicitation, recommendation, or endorsement of any particular security, strategy, or investment product. Investing involves risk, including the potential loss of principal. Please consult your financial advisor before making any investment decision.
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.
The Inspire Impact Score™ applies a proprietary methodology combining exclusionary screening with positive impact factors, aligned with Inspire's biblically responsible investing framework.
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 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. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.
Rankings, awards, and recognition by unaffiliated rating services or publications should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Inspire Investing is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Inspire by any of its clients. The Inc. 5000 rankings are based on percentage revenue growth over a three-year period among participating private U.S. companies meeting specific eligibility criteria; Financial Advisor Magazine's Top RIA ranking is based on assets under management as reported to the SEC, growth in assets, and other factors; Financial Times rankings are based on revenue growth over 3-year periods. No compensation was paid by Inspire for consideration for these rankings. Rankings are generally based on information prepared and submitted by the adviser and do not ensure that a client or prospective client will experience a higher level of investment performance. Past recognition is not indicative of future performance.
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.
Inspire Investing integrates biblical principles into its investment philosophy through a Biblically Responsible Investing (BRI) approach. This value-based methodology reflects Inspire's interpretation of Scripture and may not align with the views or beliefs of all investors. Inspire does not claim divine endorsement of any investment outcome or specific company behavior.
Charitable giving referenced in this article is made by Inspire Investing through its business operations and partnerships. These efforts are not tied to specific investment results. Investors are not guaranteed a charitable impact from their participation in Inspire's products or services. Inspire's charitable efforts are subject to change and are not tax-deductible for investors.
Before investing, carefully consider the funds' investment objectives, risks, charges and expenses before investing. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireetf.com . Read it carefully before investing.
The Inspire ETFs are distributed by Foreside Financial Services LLC
Investments involve risk. Principal loss is possible.
Securities in the Index or in the Fund's portfolio may underperform in comparison to the general securities markets or other asset classes. The Fund is not actively managed and the Adviser will not sell shares of an equity security due to current or projected underperformance of a security, industry or sector, unless that security is removed from the Index or the selling of shares of that security is otherwise required upon a rebalancing of the Index as addressed in the Index methodology. Tracking error may occur because of imperfect correlation between the Fund's holdings of portfolio securities and those in the Index. The Fund's use of a representative sampling approach, if used, could result in its holding a smaller number of securities than are in the Index. To the extent the assets in the Fund are smaller, these risks will be greater.
The Fund invests its assets in securities with an Inspire Impact Score ® of zero or higher. As a result of its strategy, the Fund's exclusion of securities of certain issuers for nonfinancial reasons may cause the Fund to forgo some market opportunities available to funds that do not use these criteria. The value of investments in larger companies may not rise as much as smaller companies, or larger companies may be unable to respond quickly to competitive challenges, such as changes in technology and consumer tastes.
© 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.
SOURCE Inspire Investing
FAQ**
How does the Inspire Fidelis Multi Factor ETF (NYSE: FDLS) incorporate its proprietary Inspire Impact Score™ methodology to align with biblical values, and how does this compare with other ETFs like the Inspire 100 ETF BIBL in terms of performance?
What key factors contributed to the Inspire Fidelis Multi Factor ETF (NYSE: FDLS) surpassing $100 million in assets under management, and how does this trend compare to that of the Inspire 100 ETF BIBL over the same period?
Can you elaborate on the specific criteria that determine the 4-star Overall Morningstar Rating for the Inspire Fidelis Multi Factor ETF (NYSE: FDLS), and how this rating might differ from that of the Inspire 100 ETF BIBL?
Looking forward, what strategic initiatives does Inspire Investing plan to implement for the Inspire Fidelis Multi Factor ETF (NYSE: FDLS) and how might these initiatives impact its growth in comparison to the Inspire 100 ETF BIBL?
**MWN-AI FAQ is based on asking OpenAI questions about Inspire 100 ETF (NYSE: BIBL).
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