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Security Profile
- Security Type
- Index ETF
- CUSIP
- 66538H534
- Market Cap
- Micro Cap · $4 Million
- IPO
- 10/31/2017
Fund Description: Inspire 100 ETF is an exchange-traded index fund or Index ETF which is a separate investment portfolio of the Northern Lights Fund Trust IV, an open-end investment management company. INVESTMENT OBJECTIVE: The Inspire 100 ETF seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Inspire 100 Index. INDEX DESCRIPTION: The Inspire 100 Index is comprised of the one-hundred most inspiring, biblically aligned large companies in the United States, as measured by the revolutionary Inspire Impact Score methodology, which measures a company’s positive impact on the world. The index is market cap weighted and reconstituted annually. The Inspire 100 requires constituents to have a minimum $20B market cap or higher and be domiciled in the U.S. The index is calculated on a total return basis in US Dollars. The Index meets biblically responsible investing (BRI) standards. The 100 securities with the highest Inspire Impact Scores are included in the Index and are market capitalization weighted. The Inspire Impact Scores of the securities in the Index are reviewed semi-annually and the Index is rebalanced annually. FUND STRATEGY: The Fund generally will invest at least 80% of its total assets in the component securities of the Index. Representative sampling is an indexing strategy that is used that involves investing in a representative sample of securities that collectively has an investment profile similar to that of the Index. The securities selected are expected to have, in the aggregate, investment characteristics, fundamental characteristics and liquidity measures similar to those of the Index. The Fund may or may not hold all of the securities in the Index. FUND MANAGEMENT: CWM Advisors, LLC (dba Inspire) serves as the investment adviser to the Fund.
Company Contact
- Headquarters
- 650 San Benito St, Suite 130, Hollister, CA 95023
- Phone
- 877-658-9473
- Investor Relations
- 877-658-9473 · service@inspireinvesting.com