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FDLS Stock Price, Chart, Stats & News

Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF
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Small Blend
Category
0.84%
Dividend yield
0.66%
Expense ratio
219.26M
Assets
34.86%
1Y return

FDLS chart

1M
3M
1Y
5Y
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FDLS returns

YTD
15.42%
1Y
34.86%
3Y
19.31%
1Y volatility14.34%
3Y volatility18.00%
Sharpe ratio0.92

About

Designed as a cornerstone holding for an equity portfolio, the Inspire Fidelis Multi-Factor ETF (FDLS) provides investors exposure to companies screened for key attributes. These attributes include robust quality, appealing valuation, and positive market momentum. Ultimately, this fund endeavors to replicate, prior to the deduction of fees and expenses, the investment performance of the WI Fidelis Multi-Cap Multi-Factor Index.

Top 10 FDLS holdings

HoldingOwnership
Technology
1.08%
Industrials
1.06%
Industrials
1.06%
Health care
1.04%
Industrials
1.04%
Technology
1.04%
Financial Services
1.04%
Energy
1.03%
Industrials
1.03%
Financial Services
1.02%

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