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Upturn AI SWOT - About
Northern Lights Fund Trust IV - Inspire 100 ETF (BIBL)
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Upturn Advisory Summary
03/27/2025: BIBL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.37% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 61881 | Beta 1.15 | 52 Weeks Range 35.73 - 42.40 | Updated Date 03/27/2025 |
52 Weeks Range 35.73 - 42.40 | Updated Date 03/27/2025 |
Upturn AI SWOT
Northern Lights Fund Trust IV - Inspire 100 ETF
ETF Overview
Overview
The Inspire 100 ETF (BIBL) seeks to replicate the performance of the Inspire 100 Index, focusing on large-cap U.S. companies that align with biblical values and demonstrate positive environmental, social, and governance (ESG) characteristics.
Reputation and Reliability
Inspire Investing has a reputation for creating faith-based ETFs that align with Christian values, offering investors options to invest in companies reflecting their beliefs.
Management Expertise
The management team at Inspire Investing has experience in faith-based investing and ESG principles, guiding the ETF's investment strategy.
Investment Objective
Goal
To replicate the performance of the Inspire 100 Index by investing in the 100 most inspiring, biblically aligned large-cap companies in the United States.
Investment Approach and Strategy
Strategy: The ETF tracks the Inspire 100 Index, which screens companies based on their adherence to biblical values and positive impact on people, planet, and profit.
Composition The ETF primarily holds stocks of large-cap U.S. companies across various sectors that meet the Inspire 100 Index criteria.
Market Position
Market Share: The Inspire 100 ETF's market share within the faith-based investing space is moderate, reflecting the growing interest in values-based investment options.
Total Net Assets (AUM): 350000000
Competitors
Key Competitors
- Global X MSCI SuperDividend US ETF (DIV)
- SPDR S&P 500 ETF Trust (SPY)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF market is highly competitive, with numerous options for investors seeking broad market exposure or specific investment themes. Inspire 100 ETF differentiates itself through its focus on biblical values, which attracts investors who prioritize faith-based principles. Advantages include alignment with investor values; disadvantages include potentially lower diversification compared to broad market ETFs.
Financial Performance
Historical Performance: Historical performance data should be gathered from reliable sources like Morningstar or the issuer's website. Data will vary based on current market conditions.
Benchmark Comparison: Performance is compared to the Inspire 100 Index, showing how closely the ETF tracks its target index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume is moderate, which might affect the ease of buying and selling large blocks of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating relatively efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of Inspire 100 ETF, especially those sectors it is invested in.
Growth Trajectory
Growth trends depend on investor interest in faith-based investing and the performance of the underlying companies in the Inspire 100 Index. Changes to the selection criteria or sector weightings could impact its trajectory.
Moat and Competitive Advantages
Competitive Edge
The Inspire 100 ETF's competitive edge lies in its unique faith-based investment strategy, attracting investors seeking to align their investments with biblical values. This niche focus differentiates it from broad market ETFs and appeals to a specific segment of the investment community. The screening process ensures companies meet ethical and ESG standards, adding another layer of appeal. Furthermore, Inspire Investing's expertise in faith-based investing provides additional credibility and trust.
Risk Analysis
Volatility
The ETF's volatility is likely to be similar to that of the broader market, given its focus on large-cap U.S. companies.
Market Risk
The ETF is subject to market risk, which can affect the overall value of its holdings. Specific risks depend on the sectors represented in the Inspire 100 Index and changes in investor sentiment towards faith-based investing.
Investor Profile
Ideal Investor Profile
The ideal investor is a values-driven individual or organization seeking to align their investments with Christian beliefs and ethical principles.
Market Risk
The ETF is suitable for long-term investors who prioritize faith-based investing and are comfortable with moderate market risk.
Summary
The Inspire 100 ETF provides investors with a unique opportunity to invest in large-cap U.S. companies that align with biblical values and demonstrate strong ESG characteristics. It tracks the Inspire 100 Index, offering exposure to a diversified portfolio of ethically screened companies. While the fund's expense ratio is moderate, its focus on values-based investing and moderate trading volume make it suitable for long-term investors. Overall, Inspire 100 ETF offers an ideal option for those seeking to invest in companies that reflect their values and beliefs.
Similar Companies
- CRUS
- BLES
- HALO
- SPY
- VOO
Sources and Disclaimers
Data Sources:
- Inspire Investing Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Northern Lights Fund Trust IV - Inspire 100 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its total assets in the component securities of the 100 Index. The index provider selects domestic large capitalization equity securities using the index provider's Inspire Impact Score®,a proprietary selection methodology that is designed to assign a score to a particular security based on the security's alignment with biblical values and the positive impact that company has on its customers,communities,workplace and the world.
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