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Monarch Ambassador Income ETF MAMB

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

Morningstar’s Analysis MAMB

Will MAMB 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 MAMB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAMB 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 MAMB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Monarch Ambassador Income ETF's Average Process Pillar and People 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MAMB

More MAMB Holdings
  • 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
—