Monarch Blue Chips Core ETF (MBCC)
30.76
-0.22
(-0.71%)
USD |
BATS |
May 01, 16:00
30.69
-0.07
(-0.23%)
Pre-Market: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 1.25% | 0.13% | 85.15M | 13629.07 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.10% | 126.0% | 37.61M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Monarch Funds |
| Prospectus Benchmark Index | |
| Monarch Blue Chips Core TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Anand Desai | 3.03 yrs |
| Dustin Lewellyn | 3.03 yrs |
| Ernesto Tong | 3.03 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Growth |
| Category Index | Russell 1000 Growth TR USD |
| Global Category Name | US Equity Large Cap Growth |
| YCharts Categorization | US Large Cap Growth |
| YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Monarch Funds |
| Prospectus Benchmark Index | |
| Monarch Blue Chips Core TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Anand Desai | 3.03 yrs |
| Dustin Lewellyn | 3.03 yrs |
| Ernesto Tong | 3.03 yrs |