Key stats
About Monarch Blue Chips Core Index ETF
Expense ratio
1.25%
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Inception date
Mar 23, 2021
MBCC targets blue chips or those established and well-recognized companies with sound fundamentals. To pursue this objective, the fund starts with S&P 500 index of market-cap-weighted US large-cap companies across various industry groups. However, instead of holding all the S&P 500 securities, the fund narrows down its selection using a proprietary rules-based methodology that scores each company based on fundamental data such as revenue, revenue growth, debt ratio, net income, net income growth, and profitability. MBCC typically holds a concentrated portfolio of approximately 24 companies that exhibit the highest fundamental rankings. As a result, a significant portion of the portfolio can be held in one or more sectors. Selected securities are equally-weighted and rebalanced typically the first Monday of each month. Prior to March 4, 2024, the fund traded under the name Monarch Blue Chips Core ETF.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Consumer Services
Stock breakdown by region