FDLS Stock Price, Chart, Stats & News

Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ESG ETF
Save
Small Blend
Category
0.84%
Dividend yield
$0.3505
0.66%
Expense ratio
219.26M
Assets
34.86%
1Y return
FDLS chart
1M
3M
1Y
5Y
Loading chart...
FDLS returns
| YTD | 15.42% |
| 1Y | 34.86% |
| 3Y | 19.31% |
| 1Y volatility | 14.34% |
| 3Y volatility | 18.00% |
| Sharpe ratio | 0.92 |
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
| Holding | Ownership |
|---|---|
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% |
Similar securities
Based on sector and market capitalization
Report issue





















