BLES is designed as a core equity holding by providing exposure to a broad range of large companies in the U.S., international and emerging markets.
BLES's equal weighting approach provides a smaller-cap tilt relative to market-cap weighting, and BLES's quarterly rebalancing can help investors by trimming stocks that are higher-priced and buying stocks that are lower-priced.
BLES uses the Inspire Impact Score methodology to seek out investments in the most inspiring, biblically aligned companies in the world applying a faith-based perspective to environmental, social and governance (ESG) criteria when evaluating a company’s operations.
The Inspire Impact Score is an objective, rules-based scoring system which Inspire uses to identify the most inspiring, biblically aligned companies to invest in -- the kind of companies that are blessings to their communities, customers, workforce and the world. The Inspire Impact Score rates a company on a scale of -100 to +100 in relation to how well the company aligns with biblical values, with +100 being the highest possible score.
The hypothetical growth of $10,000 chart reflects a hypothetical investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.
Inspire donates 50% or more of the net profits from management fees each year to Christian ministry. Here are the projects that Inspire has supported over the past year. Note: Giving can and does change to meet changing ministry needs.