MBCC Monarch Blue Chips Core ETF
What is MBCC?
MBCC tracks an equal-weighted index of companies selected from the S&P 500 Index that are perceived to be fundamentally sound.
MBCC Factset Analytics Insight
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.
MBCC Summary Data
Peers
Fund Flows
MBCC Portfolio Data
MBCC Index Data
MBCC Portfolio Management
MBCC Tax Exposures
MBCC Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MBCC. MBCC is rated a 5 out of 5.
MBCC Tradability
MBCC Sector/Industry Breakdown
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MBCC Top 10 Holdings
MBCC Performance Statistics
MBCC Countries
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MBCC Regions
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MBCC Economic Development
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MBCC Benchmark Comparison Summary
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MBCC Benchmark Comparison Market Cap Size
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Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.