MBCCMonarch Blue Chips Core ETF
MBCC Fund Description
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 MSCI ESG Analytics Insight
Monarch Blue Chips Core ETF has an MSCI ESG Fund Rating of A based on a score of 6.12 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Monarch Blue Chips Core ETF ranks in the 45th percentile within its peer group and in the 37th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
MBCC Summary Data
MBCC Portfolio Data
MBCC Index Data
MBCC Portfolio Management
MBCC Tax Exposures
MBCC Fund Structure
MBCC 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 Sector/Industry Breakdown
MBCC Top 10 Holdings[View All]
MBCC Economic Development
MBCC Performance Statistics
MBCC MSCI ESG Ratings
MBCC Benchmark Comparison Summary
MBCC Benchmark Comparison Market Cap Size
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.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.