MBCCMonarch Blue Chips Core ETF

Grow my money#2151 of 2944 for Grow my money

Seeks to replicate investment results that correspond to the performance of the Monarch Blue Chips Core Index.

Monarch Funds · Since 2021 (5 years)

Annual Cost

1.14%

#4964 out of 5,332 ETFs

Fund Size

$150M

#2360 out of 5,332 ETFs

Dividend Yield

0.38%

Track Record

5 years

#2388 out of 5,332 ETFs

Performance

1 Year

+13.9%

3 Years

+14.9%

5 Years

+7.2%

What's inside

Asset class

equity

Region

north america

Strategy

index tracking

Cap

large

Asset allocation

Stocks

99.9%

Cash

0.1%

Sector breakdown

Technology

34.7%

Healthcare

16.0%

Financial Services

12.6%

Consumer Cyclical

12.2%

Communication

8.4%

Real Estate

8.1%

Consumer Defensive

4.3%

Industrials

3.7%

Top holdings

Palantir Technologies Inc Ordinary Shares - Class APLTR4.7%

Advanced Micro Devices IncAMD4.5%

Netflix IncNFLX4.4%

Amazon.com IncAMZN4.4%

NVIDIA CorpNVDA4.4%

Walmart IncWMT4.3%

Broadcom IncAVGO4.3%

Mastercard Inc Class AMA4.3%

Apple IncAAPL4.3%

Salesforce IncCRM4.3%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-30.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.78

Decent risk-adjusted returns

Sortino (3Y)

1.13

Good downside protection

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