BLES - ETF AI Analysis
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Inspire Global Hope ETF (BLES)
Rating:58Neutral
Price Target:―
Positive Factors
Broad Global Reach
The fund invests across many countries, with just over half in the U.S. and meaningful exposure to markets like Japan, Switzerland, Germany, and the UK, which helps spread geographic risk.
Diversified Sector Mix
Holdings are spread across a wide range of sectors, led by industrials, technology, and financials, which reduces reliance on any single part of the economy.
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, suggesting positive recent momentum.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Smaller Asset Base
With a modest level of assets under management, the fund may be less liquid than larger ETFs, which can matter for investors trading bigger amounts.
Concentrated Country Exposure
More than half of the portfolio is invested in U.S. companies, so returns are still heavily tied to the performance of the U.S. market despite the global label.
BLES vs. SPDR S&P 500 ETF (SPY)
AUM142.74M
RegionGlobal
Expense Ratio0.60%
Beta0.75
IssuerInspire
Inception DateFeb 27, 2017
Dividend Yield0.67%
Asset ClassEquity
Index TrackedInspire Global Hope Large Cap Equal Weight Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,124
30 Day Avg. Volume10,466
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
51.70Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering368
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, established companies around the world while screening for strong ethical and moral standards. It holds businesses across many sectors, including industrials, technology, and finance, with names like Western Digital and Schlumberger in the mix. Someone might consider BLES to seek long-term growth and global diversification while aligning their money with their values. A key risk is that, like any stock-focused ETF, its value can rise or fall 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 into a global mix of industrials, tech, and energy names, with several high-flyers doing the heavy lifting. Western Digital and Vertiv are helping power the fund, riding strong demand for data and AI infrastructure. Bloom Energy and Ciena add to the momentum, reflecting steady interest in cleaner power and networking gear. On the energy side, APA and Woodside are rising but can be choppy, occasionally tugging at returns. Teradyne is more mixed lately, hinting that not every tech name in this values-driven portfolio is firing on all cylinders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Bloom Energy | 0.40% | $572.03K | $60.39B | 1122.70% | 62 Neutral | |
| Marvell | 0.36% | $523.28K | $117.70B | 170.19% | 76 Outperform | |
| Semtech | 0.35% | $501.71K | $8.67B | 310.48% | 69 Neutral | |
| ON Semiconductor | 0.34% | $490.59K | $28.49B | 139.64% | 73 Outperform | |
| Western Digital | 0.34% | $486.88K | $123.75B | 920.32% | 77 Outperform | |
| Monolithic Power | 0.33% | $481.62K | $66.46B | 180.44% | 75 Outperform | |
| ― | 0.32% | $465.39K | ― | ― | ― | |
| Arista Networks | 0.32% | $465.10K | $193.92B | 130.66% | 83 Outperform | |
| Intertek | 0.32% | $459.56K | £6.70B | 9.16% | 74 Outperform | |
| Ciena | 0.32% | $457.19K | $67.27B | 743.75% | 70 Outperform |
BLES Technical Analysis
Positive
―
Price Trends
45.53
Positive
44.66
Positive
43.14
Positive
Market Momentum
0.58
Negative
71.70
Negative
89.55
Negative
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 45.05, equal to the 50-day MA of 45.53, and equal to the 200-day MA of 43.14, indicating a bullish trend. The MACD of 0.58 indicates Negative momentum. The RSI at 71.70 is Negative, neither overbought nor oversold. The STOCH value of 89.55 is Negative, 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
47.52
12.20
34.54%
FHEQ
Fidelity Hedged Equity ETF
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AQEC
AQE Core ETF
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DGT
SPDR Global Dow 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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