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Monarch Blue Chips Core ETF (MBCC)

31.33 +0.11 (+0.34%)
At close: April 26 at 3:27 PM EDT

ETF Summary

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.

ETF Overview

Category Large Growth
Fund Family Monarch Funds
Net Assets 84.11M
YTD Daily Total Return 8.09%
Yield 0.02%
Legal Type Exchange Traded Fund

ETF Operations

Attributes MBCC Category Average
Annual Report Expense Ratio (net) 1.25% 0.95%
Holdings Turnover 126.00% 51.34%
Total Net Assets 315,518.06 315,518.06

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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