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MBCEMonarch Blue Chips Elite Index ETF

Grow my moneyRanked #2,949 of 3,052 in this goal

Tracks the performance of the Monarch Blue Chips Elite Index.

Annual Cost

—

Fund Size

—

Return (1Y)

-2.0%

Track Record

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Performance

Total-return NAV · USD
Growth of $10,000
$9,796-2.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Quality

Index tracked

Monarch Blue Chips Elite Index

Holdings

By weight

Concentration

Top 10 holdings = 46.7% of fundmoderately concentrated

Texas Instruments Inc.
5.2%
Philip Morris International Inc.
4.9%
Walmart Inc
4.8%
GE Aerospace
4.7%
Emerson Electric Co.
4.7%
Amgen Inc.
4.6%
Costco Wholesale Corporation
4.5%
Simon Property Group Inc
4.5%
McDonald's Corp.
4.5%
American Tower Corporation
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
22.0%High

Year-on-year price swings

Max drawdown
-30.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.38Below average
Sortino (3Y)
0.54Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the performance of the Monarch Blue Chips Elite Index.
Strategy
Invests at least 80% in financial instruments with return characteristics similar to the Monarch Blue Chips Elite Index, which consists of established companies from the S&P 500 across various sectors. Utilizes replication indexing to manage the Fund, aiming to replicate the Index's returns.

Next steps

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Data updated on 2026-09-16