Morningstar

Monarch Ambassador Income ETF MAMB

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

Morningstar’s Analysis MAMB

Will MAMB outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Monarch Ambassador Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

18.77 35M
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

16.26 30M
—

iShares 7-10 Year Treasury Bond ETF

13.76 26M
—

iShares Core US Aggregate Bond ETF

12.52 23M
—

iShares 1-3 Year Treasury Bond ETF

11.29 21M
—

Invesco Taxable Municipal Bond ETF

6.27 12M
—

iShares 20+ Year Treasury Bond ETF

6.25 12M
—

State Street® SPDR® Blmbg Cnvrt Secs ETF

5.99 11M
—

iShares Gold Trust

5.96 11M
—

State Street® SPDR® S/t Corp Bd ETF

2.51 5M
—

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