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Morningstar

Monarch Ambassador Income ETF MAMB

Morningstar Analyst Rating
Quantitative 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.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Monarch Ambassador Income ETF to a Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MAMB

More MAMB Holdings
  • Current Portfolio Date Mar 28, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares 7-10 Year Treasury Bond ETF

19.97
8,673,941
—

iShares Gold Trust

13.05
5,667,875
—

iShares 20+ Year Treasury Bond ETF

12.39
5,381,309
—

iShares Core US Aggregate Bond ETF

12.35
5,361,412
—

iShares MBS ETF

12.32
5,350,070
—

Invesco Taxable Municipal Bond ETF

12.18
5,290,477
—

iShares iBoxx $ Invmt Grade Corp Bd ETF

9.93
4,310,130
—

iShares 1-3 Year Treasury Bond ETF

4.92
2,135,886
—

SPDR® Portfolio Short Term Corp Bd ETF

2.44
1,059,114
—

Us Dollars

0.45
195,881
Cash and Equivalents