BLES - ETF AI Analysis
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Inspire Global Hope ETF (BLES)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Global Diversification
Holdings spread across the U.S. and many other countries help reduce the impact of problems in any single market.
Growth-Oriented Top Holdings
Many of the largest positions, especially in technology-related companies, have delivered strong year-to-date performance that supports the fund’s returns.
Negative Factors
Above-Average Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Tilt Toward Technology and Industrials
Significant exposure to technology and industrials means the fund may be more sensitive to downturns in these economically sensitive sectors.
Moderate U.S. Concentration
With over half of its assets in U.S. companies, the ETF is still meaningfully exposed to U.S.-specific economic and market risks.
BLES vs. SPDR S&P 500 ETF (SPY)
AUM156.49M
RegionGlobal
Expense Ratio0.60%
Beta0.74
IssuerInspire
Inception DateFeb 27, 2017
Dividend Yield1.77%
Asset ClassEquity
Index TrackedInspire Global Hope Large Cap Equal Weight Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,836
30 Day Avg. Volume11,173
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
53.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering371
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BLES Summary
The Inspire Global Hope ETF (BLES) tracks the Inspire Global Hope Large Cap Equal Weight Index, investing in large, well-known companies around the world that also meet certain ethical and values-based standards. It spreads money across many sectors, including technology, industrials, and finance, with holdings such as Marvell and Western Digital. Someone might consider this ETF to seek long-term growth and global diversification while supporting companies they feel good about owning. A key risk is that, like most stock funds, its value can go up and down with the overall stock market.
How much will it cost me?The Inspire Global Hope ETF (Ticker: BLES) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on ethical and values-based investments that require more research and oversight.
What would affect this ETF?The Inspire Global Hope ETF (BLES) could benefit from global economic growth and increased interest in socially responsible investing, as its focus on ethical large-cap companies aligns with growing investor demand for values-based strategies. However, potential risks include sector-specific challenges, such as volatility in technology and financial industries, and broader economic uncertainties like rising interest rates or geopolitical tensions that could impact global markets. The ETF’s diversified sector exposure and global focus provide stability, but its performance may be influenced by shifts in investor sentiment or regulatory changes affecting its top holdings.
BLES Top 10 Holdings
BLES is leaning heavily into the global chip and tech story, with names like Marvell, Qualcomm, and STMicroelectronics doing much of the heavy lifting as demand for AI and data centers keeps these stocks rising. Datadog is another bright spot, adding momentum from the software side. Bloom Energy and Semtech are also climbing, though their rich valuations make the ride a bit bumpier. Devon Energy, by contrast, has been more of a steady plodder than a sprinter, slightly lagging this otherwise tech-tilted, globally diversified lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Marvell | 0.71% | $1.11M | $244.68B | 338.62% | 76 Outperform | |
| STMicroelectronics NV | 0.55% | $857.63K | €60.46B | 157.65% | 71 Outperform | |
| Semtech | 0.53% | $823.21K | $15.53B | 325.93% | 69 Neutral | |
| Western Digital | 0.50% | $780.78K | $194.03B | 1038.36% | 77 Outperform | |
| Infineon Technologies AG | 0.49% | $758.45K | €104.19B | 127.80% | 67 Neutral | |
| Bloom Energy | 0.49% | $757.76K | $74.02B | 1085.51% | 62 Neutral | |
| ON Semiconductor | 0.47% | $730.87K | $45.77B | 133.67% | 73 Outperform | |
| Datadog | 0.45% | $695.22K | $81.84B | 90.87% | 69 Neutral | |
| Renesas Electronics | 0.44% | $678.42K | ¥7.74T | 110.91% | 64 Neutral | |
| Fortinet | 0.42% | $647.38K | $107.19B | 46.63% | 71 Outperform |
BLES Technical Analysis
Positive
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Price Trends
47.34
Positive
46.34
Positive
44.50
Positive
Market Momentum
0.26
Positive
56.95
Neutral
70.79
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLES, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.87, equal to the 50-day MA of 47.34, and equal to the 200-day MA of 44.50, indicating a bullish trend. The MACD of 0.26 indicates Positive momentum. The RSI at 56.95 is Neutral, neither overbought nor oversold. The STOCH value of 70.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLES.
BLES Peer Comparison
Comparison Results
Performance Comparison
BLES
Inspire Global Hope ETF
48.33
9.12
23.26%
FHEQ
Fidelity Hedged Equity ETF
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DGT
SPDR Global Dow ETF
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AQEC
AQE Core ETF
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BBHL
BBH Select Large Cap ETF
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FYEE
Fidelity Yield Enhanced Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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