Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Monarch Ambassador Income ETF MAMB
Morningstar’s Analysis MAMB
Will MAMB outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares MBS ETF | 18.64 | 13.6 Mil | — |
iShares iBoxx $ Invmt Grade Corp Bd ETF | 16.17 | 11.8 Mil | — |
iShares 7-10 Year Treasury Bond ETF | 13.65 | 9.9 Mil | — |
iShares Core US Aggregate Bond ETF | 12.41 | 9.0 Mil | — |
iShares 1-3 Year Treasury Bond ETF | 11.14 | 8.1 Mil | — |
iShares Gold Trust | 6.27 | 4.6 Mil | — |
SPDR® Blmbg Convert Secs ETF | 6.26 | 4.6 Mil | — |
iShares 20+ Year Treasury Bond ETF | 6.24 | 4.5 Mil | — |
Invesco Taxable Municipal Bond ETF | 6.22 | 4.5 Mil | — |
SPDR® Portfolio Short Term Corp Bd ETF | 2.48 | 1.8 Mil | — |