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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 highest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

GE Aerospace

5.42 4.6 Mil
Industrials

Allstate Corp

4.65 4.0 Mil
Financial Services

NVIDIA Corp

4.41 3.8 Mil
Technology

PepsiCo Inc

4.38 3.7 Mil
Consumer Defensive

Oracle Corp

4.36 3.7 Mil
Technology

Emerson Electric Co

4.35 3.7 Mil
Industrials

The Walt Disney Co

4.31 3.7 Mil
Communication Services

Amazon.com Inc

4.30 3.7 Mil
Consumer Cyclical

Thermo Fisher Scientific Inc

4.27 3.6 Mil
Healthcare

Merck & Co Inc

4.22 3.6 Mil
Healthcare