COLUMBIA, S.C.–(BUSINESS WIRE)–Inspire Fidelis Multi Factor ETF, whose mandate is to replicate Wallick Investments, LLC’s Fidelis 100 Index, has received a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of 381 US Mid-Cap Blend funds as of August 31, 2025.
Inspire Fidelis Multi Factor ETF (ticker: FDLS) with over $100M in assets and an annualized 3-year return of 14.27% as of August 31, 2025, is offered by Inspire Investing, the world’s largest provider of faith-based ETFs with over $2 billion AUM.
For Fidelis 100 Index equity selection, Wallick Investments integrates the Inspire Impact Score™ with an evidence-based multi-factor investment methodology. This methodology is designed to minimize exposure to low quality (financially and ethically), expensive companies, lacking price or earnings momentum, while maximizing exposure to high quality companies (financially and ethically) selling at a discount with positive price and earnings momentum. Fidelis 100 securities are equally weighted with rebalance and reconstitution occurring quarterly. Fidelis 100’s multi-dimensional diversification makes it an ideal Index to benchmark diversified factor-based equity performance. For Fidelis 100’s Guidelines/Methodology, Fact Sheet, and historical Index performance, visit Solactive.com (WI Fidelis Multi-Cap Multi-Factor Index).
June 2025 marked the 20th anniversary for South Carolina-based Wallick Investments, LLC. The SEC-registered RIA firm offers investment advisory and portfolio management services focused on strategic moral investing—a faith- and factor-based investment methodology. Wallick Investments’ strategies are available to individuals, institutions, and non-affiliated advisors, either through a direct relationship with Wallick Investments, or via the Inspire Fidelis ETF (NYSE: FDLS), which seeks to replicate the investment results that generally correspond, before fees and expenses, to the performance of the Fidelis 100 Index managed by Wallick Investments. See www.Inspireetf.com/fdls for prospectus. Please read carefully before investing. Wallick Investments receives a licensing fee associated with assets invested in the FDLS ETF. For more information, see Inspire Fidelis Multi Factor ETF…Surpasses $100 Million in AUM.
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