Monarch ETFs List | Morningstar

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Monarch ETFs List

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Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day End) YTD, Day End	Adjusted Expense Ratio
Monarch Ambassador Income ETF	MAMB	Intermediate Core-Plus Bond			−0.45%	8	1.150%
Monarch ProCap ETF	MPRO	Moderate Allocation			8.73%	18	1.030%
Monarch Blue Chips Elite Index ETF	MBCE	Large Growth			−3.28%	96	1.010%
Monarch Select Subsector ETF	MSSS	Mid-Cap Blend	—		20.98%	7	1.420%
Monarch Volume Factor Global Unconstrained ETF	MVFG	Global Large-Stock Blend	—		11.44%	38	1.410%
Monarch Dividend Plus ETF	MDPL	Mid-Cap Value	—		14.45%	63	1.190%
Monarch Volume Factor Dividend Tree ETF	MVFD	Moderate Allocation	—		18.51%	1	1.100%

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

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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