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Monarch Blue Chips Core ETF MBCC

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MBCC

More MBCC Holdings
  • Current Portfolio Date
  • Equity Holdings 24
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 42.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nike Inc Class B

4.36
2,545,368
Consumer Cyclical

Merck & Co Inc

4.32
2,520,944
Healthcare

Costco Wholesale Corp

4.25
2,483,751
Consumer Defensive

McDonald's Corp

4.23
2,472,554
Consumer Cyclical

American Tower Corp

4.20
2,451,066
Real Estate

Booking Holdings Inc

4.19
2,449,152
Consumer Cyclical

Amazon.com Inc

4.19
2,445,111
Consumer Cyclical

Coca-Cola Co

4.18
2,441,136
Consumer Defensive

Walmart Inc

4.16
2,432,658
Consumer Defensive

PepsiCo Inc

4.15
2,426,901
Consumer Defensive