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Monarch Blue Chips Core ETF MBCC ETF Analysis

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

Morningstar’s Analysis MBCC

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

  • People Pillar

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

Neither process nor people stand out at Monarch Blue Chips Core ETF, but it gets enough right to help this strategy retain its Morningstar Medalist Rating of Bronze.

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 highest quintile among peers.

by Morningstar Manager Research
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