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Upturn AI SWOT - About
Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)
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Upturn Advisory Summary
03/13/2025: GLRY (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 -12.64% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Volume (30-day avg) 10833 | Beta 1.03 | 52 Weeks Range 27.88 - 33.06 | Updated Date 04/2/2025 |
52 Weeks Range 27.88 - 33.06 | Updated Date 04/2/2025 |
Upturn AI SWOT
Inspire Faithward Mid Cap Momentum ESG ETF
ETF Overview
Overview
The Inspire Faithward Mid Cap Momentum ESG ETF (FWDD) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Inspire Faithward Mid Cap Momentum ESG Index. It focuses on mid-cap U.S. companies that exhibit strong momentum characteristics while adhering to biblical values-based investing.
Reputation and Reliability
Inspire ETFs is known for its biblically responsible investing (BRI) approach, integrating faith-based values into its investment process. They have a moderate track record, but are still considered relatively new compared to other issuers.
Management Expertise
Inspire ETFs has a dedicated team experienced in faith-based investing and ESG considerations. The management team combines financial expertise with a commitment to aligning investments with biblical principles.
Investment Objective
Goal
The primary investment goal of FWDD is to track the performance of the Inspire Faithward Mid Cap Momentum ESG Index, aiming to provide capital appreciation while adhering to faith-based values.
Investment Approach and Strategy
Strategy: The ETF tracks a specific index, the Inspire Faithward Mid Cap Momentum ESG Index.
Composition The ETF holds stocks of mid-cap U.S. companies selected based on momentum and ESG (Environmental, Social, and Governance) factors, screened for alignment with biblical values.
Market Position
Market Share: Market share data for specialized ESG and faith-based mid-cap momentum ETFs is limited, requiring further specific market analysis.
Total Net Assets (AUM): Data unavailable. Update when possible.
Competitors
Key Competitors
- XJH US Equity ETF (XJH)
- XJSC US Equity ETF (XJSC)
- ESGV ESG Aware ETF (ESGV)
Competitive Landscape
The competitive landscape consists of ETFs focusing on ESG, momentum, or faith-based investing. FWDD distinguishes itself through its combined momentum, ESG, and biblical values-based approach. Advantages include appealing to investors seeking faith-aligned investments; disadvantages could be limited diversification due to values-based screening.
Financial Performance
Historical Performance: Historical financial performance data not available in sufficient details, please update when possible.
Benchmark Comparison: Performance compared to the Inspire Faithward Mid Cap Momentum ESG Index requires historical performance data availability.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
The bid-ask spread requires real time data and analysis to provide accurate information.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth in mid-cap companies, and investor sentiment towards momentum and ESG strategies influence FWDD.
Growth Trajectory
Growth trends depend on the increasing interest in ESG and faith-based investing and on the fund's ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
FWDD's competitive edge lies in its unique combination of mid-cap momentum, ESG considerations, and biblical values-based investing. This multi-faceted approach caters to a specific niche of investors seeking both financial returns and alignment with their faith. The faith-based screen helps filter out companies that contradict the fund's values. However, the faith-based filtering may limit its investment universe to companies that can adhere to Inspire ETF's beliefs.
Risk Analysis
Volatility
Volatility data is dependent on historical data and analysis not available.
Market Risk
Market risk includes fluctuations in mid-cap stock values, changes in momentum factors, and the impact of ESG considerations on stock prices.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who seeks capital appreciation from mid-cap stocks, desires investments aligned with biblical values, and appreciates the use of momentum and ESG factors in stock selection.
Market Risk
FWDD is best suited for long-term investors who prioritize values-based investing and are comfortable with the risks associated with mid-cap stocks.
Summary
Inspire Faithward Mid Cap Momentum ESG ETF (FWDD) aims to track the performance of the Inspire Faithward Mid Cap Momentum ESG Index, focusing on mid-cap stocks with strong momentum and ESG characteristics screened according to biblical values. It caters to investors seeking faith-aligned investments. The ETF's success hinges on attracting assets and maintaining a competitive expense ratio. Its unique investment approach offers a distinctive value proposition, but the values-based screening may limit its investment universe. Requires more liquidity and asset information to determine viability.
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Sources and Disclaimers
Data Sources:
- Inspire ETFs website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and investment strategies are subject to change. Consult with a qualified 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 Inspire Faithward Mid Cap Momentum ESG ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. The Adviser defines midcap companies to be those that are the second largest 10% of the U.S.equity market.
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