MBCC Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Full metrics table
| Category | US Equities - Broad Market & Size | Expense | 1.14% | Return% 1Y | 14.84% | Total Holdings | 26 | Perf Week | 0.91% | Volume | 20,479 |
| Asset Type | Equities (Stocks) | AUM | $184M | Return% 3Y | 17.26% | NAV | $39.99 | Perf Month | 5.13% | Avg Volume | 0.02M |
| ETF Type | US Equities | Dividend TTM | $0.13 (0.33%) | Return% 5Y | 8.63% | 52W High | -1% | Perf Quarter | 8.93% | Rel Volume | 1.23 |
| Active/Passive | Passive | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 19.08% | Perf Half Y | 8.31% | Prev Close | $39.98 |
| IPO | 2021/3/24 | Flows% 1M | 2.17% | Return% SI | 9.94% | RSI (14) | 68.37 | Perf YTD | 7.66% | Price | $39.75 |
| Beta | 1.01 | Flows% 3M | 10.37% | Flows% YTD | 18.2% | Flows% 1Y | 38.65% | Perf Year | 12.91% | Volatility(W/M) | 0.75% 0.67% |
| SMA20 | 2.46% | SMA50 | 7% | SMA200 | 7.91% | ATR | 0.36 | ||||
Monarch Blue Chips Core Index ETFMBCC | CBOE | Broad market index Monarch Blue Chips Core ETF seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.
The top 10 make up 47% of the fund
TXN Texas Instruments Inc. 5.19% 2 
PM Philip Morris International Inc. 4.88% 3 
WMT Walmart Inc 4.77% 4 
GE GE Aerospace 4.72% 5 
EMR Emerson Electric Co. 4.65% 6 
AMGN Amgen Inc. 4.62% 7 
COST Costco Wholesale Corporation 4.55% 8 
SPG Simon Property Group Inc 4.50% 9 
MCD McDonald's Corp. 4.50% 10 
AMT American Tower Corporation 4.35% Largest sectors first.
Over the past 1 year, on the higher side
1% below its 1-year high.
Traded about as much as usual. That is 123% of its average volume.
Holding long would have paid off
Bought 5 years ago, your return today would be +49.7%. The S&P 500 did +68% over the same period.
Tap to view numbers
The price swings moderately
At its worst (November 2021) it fell 31% and took 474 days to recover.
Tap to view numbers
The dividend is on the small side
Pays 0.33% annually in dividends.
Tap to view numbers
Money keeps flowing in
Over the past year, new money equal to 38.6% of assets came in.
Tap to view numbers
FNGU MicroSectors FANG+ 3X Leveraged ETNs 2.3B 
QDVO Amplify CWP Growth & Income ETF 762M 
FNGO MicroSectors FANG+Index 2X Leveraged ETNs 714M 
XYLG Global X S&P 500 Covered Call & Growth ETF 73M 
PLGI PL Growth and Income ETF 58M 
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.03% 
SCHB Schwab U.S. Broad Market ETF 0.03% 
VXF Vanguard Extended Market Index ETF 0.05% 
IWV iShares Russell 3000 ETF 0.2% 
OEF iShares S&P 100 Fund 0.2% 
SPYM State Street SPDR Portfolio S&P 500 ETF 0.02% 
BBUS JPMorgan BetaBuilders U.S. Equity ETF 0.02% 
VOO Vanguard S&P 500 ETF 0.03% 
FAQ
How many holdings does MBCC have?
MBCC holds a total of 26 securities, with an AUM of approximately $184M.
Does MBCC pay dividends (distributions)?
MBCC's distribution yield is approximately 0.33%.
What is the 52-week high and low for MBCC?
MBCC has recorded a 52-week high of $40.15 and a low of $33.38.
