MBCEMonarch Blue Chips Elite Index ETF

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

Annual Cost

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Fund Size

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Return (1Y)Goal

N/A

Track Record

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Classification

How Beacon categorizes this fund

Asset class

Region

Cap

Large

Strategy

Index tracking

Index tracked

Monarch Blue Chips Elite Index.

Objective: Seeks to replicate investment results that generally correspond to the performance of the Monarch Blue Chips Elite Index.
Strategy: Invests primarily in financial instruments with return characteristics similar to the Index, which consists of established companies listed on the S&P 500 demonstrating strength based on fundamental data. The Fund may invest in Index components or use derivatives, such as equity basket swaps, to replicate returns. The Adviser utilizes a sub-adviser to manage the Fund using a replication indexing strategy, investing in substantially all securities in the Index in approximately the same proportions. The Index is unmanaged and cannot be invested in directly.