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Monarch ProCap ETF MPRO

Morningstar Medalist Rating
Medalist Rating as of | See Monarch Investment Hub

Morningstar’s Analysis MPRO

Will MPRO outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPRO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPRO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPRO’s parent organization’s priorities and whether they’re in line with investors’ interests.

Monarch ProCap ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPRO

More MPRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

49.95 62.8 Mil
—

The Health Care Select Sector SPDR® ETF

9.93 12.5 Mil
—

The CommunicationServicesSelSectSPDR®ETF

9.82 12.3 Mil
—

The Technology Select Sector SPDR® ETF

5.25 6.6 Mil
—

The Consumer Discret Sel SectSPDR® ETF

5.02 6.3 Mil
—

The Real Estate Select Sector SPDR®

5.01 6.3 Mil
—

The Industrial Select Sector SPDR® ETF

4.99 6.3 Mil
—

The Financial Select Sector SPDR® ETF

4.92 6.2 Mil
—

The Consumer Staples Sel SectSPDR® ETF

4.90 6.2 Mil
—

Us Dollars

0.22 273,991
Cash and Equivalents