Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Monarch ETFs
View all of Monarch’s ETFs and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Expense Ratio and Morningstar Category.
Monarch ETF List
1 to 7 of 7 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
|---|---|---|---|---|---|---|---|
| Monarch ProCap ETF | MPRO | Moderate Allocation | 1.99% | 90 | 1.170% | ||
| Monarch Blue Chips Core ETF | MBCC | Large Growth | 8.94% | 68 | 1.250% | ||
| Monarch Ambassador Income ETF | MAMB | Intermediate Core-Plus Bond | −1.65% | 75 | 1.490% | ||
| Monarch Dividend Plus ETF | MDPL | Large Value | — | — | — | — | 1.250% |
| Monarch Select Subsector ETF | MSSS | Large Blend | — | — | — | — | 1.610% |
| Monarch Volume Factor Dividend Tree ETF | MVFD | Moderate Allocation | — | — | — | — | 1.250% |
| Monarch Volume Factor Gbl Uncons ETF | MVFG | Global Large-Stock Value | — | — | — | — | 1.590% |
Monarch ETFs - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank