Morningstar

Monarch Blue Chips Elite Index ETF MBCE

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

Morningstar’s Analysis MBCE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Monarch Blue Chips Elite Index 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 MBCE

More MBCE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kbce Trs

49.64 94M
Cash and Equivalents

Cash & Cash Equivalents

46.39 88M
Cash and Equivalents

Us Dollars

8.04 15M
Cash and Equivalents

Advanced Micro Devices Inc

4.90 9M
Technology

Texas Instruments Inc

4.87 9M
Technology

Palantir Technologies Inc Ordinary Shares - Class A

4.71 9M
Technology

Amgen Inc

4.56 9M
Healthcare

Tesla Inc

4.51 9M
Consumer Cyclical

NVIDIA Corp

4.26 8M
Technology

Amazon.com Inc

4.26 8M
Consumer Cyclical

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