MBCEMonarch Blue Chips Elite Index ETF
Grow my moneyRanked #2,904 of 2,978 in this goal
Tracks the performance of the Monarch Blue Chips Elite Index.
Annual Cost
—
#5,756 of 5,756 · expensive
Fund Size
—
#5,756 of 5,756 · small
Return (1Y)Goal
+3.5%
Track Record
—
#5,756 of 5,756 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,329+3.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Quality
Index tracked
Monarch Blue Chips Elite Index
What it actually holds
By weightConcentration
Top 10 holdings = 46.6% of fundmoderately concentrated
Eli Lilly & Co.
6.1%
International Business Machines Corp.
5.3%
Amgen Inc.
5.0%
Danaher Corporation
4.6%
GE Aerospace
4.5%
Simon Property Group Inc
4.3%
Amazon.com, Inc.
4.2%
NVIDIA Corp.
4.2%
Emerson Electric Co.
4.2%
McDonald's Corp.
4.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
18.9%Moderate
Year-on-year price swings
Max drawdown
-30.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.53Decent risk-adjusted returns
Sortino (3Y)
0.76Moderate 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.
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
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Data updated on 2026-07-22