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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.07% 0.07% 219.64M 20843.40
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 118.0% 35.70M Upgrade

Basic Info

Investment Strategy
The Fund seeks to replicate investment results that generally correspond to the performance of the Monarch ProCap Index. The Index consists of fixed income and equity ETFs that provide broad exposure to the US and global bond market and to the S&P Global Industry Classification Standard ("GICS") sectors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Monarch Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
-9.38%
10.55%
8.37%
8.86%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
--
16.11%
17.67%
8.61%
-17.42%
13.27%
10.65%
11.24%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.28%
--
--
--
--
-12.46%
2.23%
5.35%
4.55%
--
--
--
--
--
--
10.02%
15.98%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.66%
Stock 59.35%
Bond 39.26%
Convertible 0.00%
Preferred 0.00%
Other 0.73%
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Basic Info

Investment Strategy
The Fund seeks to replicate investment results that generally correspond to the performance of the Monarch ProCap Index. The Index consists of fixed income and equity ETFs that provide broad exposure to the US and global bond market and to the S&P Global Industry Classification Standard ("GICS") sectors.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - Global
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Monarch Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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