Morningstar

Monarch ProCap ETF MPRO

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

Morningstar’s Analysis MPRO

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Monarch ProCap 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 MPRO

More MPRO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core US Aggregate Bond ETF

38.66 98M
—

State Street®CnsmrStpSelSectSPDR®ETF

12.54 32M
—

State Street®HlthCrSelSectSPDR®ETF

12.31 31M
—

State Street®UtilSelSectSPDR®ETF

12.24 31M
—

State Street®MatSelSectSPDR®ETF

12.06 30M
—

State Street Real Estate Sel SectSPDRETF

11.94 30M
—

Us Dollars

0.24 607,397
Cash and Equivalents

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