Kingsview Multi Strategy Moderate Agg (S:0P0001I7YH)
22.10
+0.18
(+0.82%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 12, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Monarch ProCap Index ETF | 23.25% | 31.05 | 0.52% |
| State Street SPDR Portfolio S&P 500 Growth ETF | 21.00% | 108.30 | 0.35% |
| Monarch Blue Chips Core Index ETF | 13.75% | 37.50 | 0.09% |
| Monarch Ambassador Income Index ETF | 10.50% | 24.16 | 0.22% |
| Monarch Select Subsector Index ETF | 7.50% | 31.40 | 1.29% |
| State Street SPDR Portfolio Int Term Treasury ETF | 6.00% | 28.83 | -0.03% |
| State Street SPDR Prft S&P 1500 Comp Stk Mkt ETF | 6.00% | 84.29 | 0.13% |
| Monarch Dividend Plus Index ETF | 5.00% | 27.78 | -0.63% |
| State Street SPDR Portfolio Aggregate Bond ETF | 5.00% | 25.81 | -0.08% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |