Monarch Blue Chips Elite Index ETF MBCE Strategy

| Medalist Rating as of | See Monarch Investment Hub

Strategy

The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Blue Chips Elite Index. The fund invests at least 80% of its total assets in financial instruments that, in total, have rate of return characteristics similar to the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
MBCE
Monarch Blue Chips Elite Index ETFETFOpen $189.83M1.010%——$54.28M

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