Monarch Blue Chips Core Index ETF

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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
S&P 500 TR USD
Index-TrackedS&P 500 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 November 6, 2025
Technology33.48%
Healthcare14.26%
Consumer Cyclical12.25%
Industrials8.81%
Consumer Defensive7.97%
Real Estate7.94%
Financial Services7.91%
Communication Services7.38%

MBCC Key Statistics

AUM
131.97M
AUM131.97M
Price-Earnings ratio
31.94
Price-Earnings ratio31.94
30-Day yield
30-Day yield
Average volume
8.98K
Average volume8.98K
High today
$36.32
High today$36.32
Low today
$36.00
Low today$36.00
Open price
$36.16
Open price$36.16
Volume
12.75K
Volume12.75K
52 Week high
$37.49
52 Week high$37.49
52 Week low
$29.15
52 Week low$29.15
Expense ratio
1.06
Expense ratio1.06

Stock Snapshot

Monarch Blue Chips Core Index ETF(MBCC) stock is priced at $36.40, giving the company a market capitalization of 131.95M. It carries a P/E multiple of 31.94 and pays a dividend yield of 1.4%.

As of 2025-11-08, Monarch Blue Chips Core Index ETF(MBCC) stock has fluctuated between $36.00 and $36.32. The current price stands at $36.40, placing the stock +1.1% above today's low and +0.2% off the high.

The Monarch Blue Chips Core Index ETF(MBCC)'s current trading volume is 12.75K, compared to an average daily volume of 8.98K.

During the past year, Monarch Blue Chips Core Index ETF(MBCC) stock moved between $29.15 at its lowest and $37.49 at its peak.

During the past year, Monarch Blue Chips Core Index ETF(MBCC) stock moved between $29.15 at its lowest and $37.49 at its peak.

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.