Monarch Blue Chips Core Index ETF

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About MBCC

MBCC tracks an equal-weighted index of companies selected from the S&P 500 Index that are perceived to be fundamentally sound. 

Index-Tracked
Monarch Blue Chips Core TR USD
Index-TrackedMonarch Blue Chips Core TR USD
Category
Large Growth
CategoryLarge Growth
Number of holdings
25
Number of holdings25
Inception Date
Mar 23, 2021
Inception DateMar 23, 2021

What's in this fund

Sectors

As of May 28, 2025
Technology37.64%
Healthcare14.37%
Financial Services12.78%
Communication Services9.42%
Consumer Cyclical8.47%
Real Estate8.14%
Industrials5.04%
Consumer Defensive4.14%

MBCC Key Statistics

AUM
107.32M
AUM107.32M
Price-Earnings ratio
32.18
Price-Earnings ratio32.18
30-Day yield
30-Day yield
Average volume
6.79K
Average volume6.79K
High today
$35.00
High today$35.00
Low today
$34.89
Low today$34.89
Open price
$34.98
Open price$34.98
Volume
8.36K
Volume8.36K
52 Week high
$36.53
52 Week high$36.53
52 Week low
$29.15
52 Week low$29.15
Expense ratio
1.21
Expense ratio1.21

Average Annual Return

All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted.