Monarch Blue Chips Core ETF
MBCC
$33.73
-$0.3623-1.06%
Rating
Reward
Risk
Fund Information
Fund Type
ETF
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
None
Top Holdings
Similar ETFs
Performance
Beta
--
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
--
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
1-Month High
52-Week Low
52-Week High
NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Monarch Funds
Manager/Tenure
(Years)
(Years)
Dustin Lewellyn (3), Ernesto Tong (3), Christine Johanson (0)
Website
Address
Citigroup Global Transaction Svcs
Two Portland Square
Portland ME - 04101-4049
Two Portland Square
Portland ME - 04101-4049
Country
United States
Phone Number
--
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.
