Stock Events

Monarch Blue Chips Core

$40.82

+$1.80+4.63% Thursday 13:30

Statistics

Day High

39.86

Day Low

39.68

52W High

40.82

52W Low

33.38

Volume

20,450

Avg. Volume

16,637

Mkt Cap

P/E Ratio

Dividend Yield

0.32%

Dividend

0.13

Upcoming

Expense Ratio

1.25%

1%+

The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0.32%Dividend Yield

Oct 26

$0.02

Mar 26

$0.04

Dec 25

$0.03

Oct 25

$0.02

Jul 25

$0.04

10Y Growth

N/A

5Y Growth

N/A

3Y Growth

53.59%

1Y Growth

83.33%

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

SPDR S&P 500 Trust

SPY

Mkt Cap0

Tracks the S&P 500, a core index of U.S. blue-chip companies, directly competing with MBCC's focus on large-cap stocks.

Spdr Dow Jones Industrial Average Trust

DIA

Mkt Cap0

Tracks the Dow Jones Industrial Average, representing major sectors of the U.S. economy and competing in the blue-chip space.

iShares Core S&P 500

IVV

Mkt Cap0

Another S&P 500 tracker, offering similar exposure to U.S. large-cap stocks, directly competing with MBCC's investment strategy.

Vanguard S&P 500

VOO

Mkt Cap0

Vanguard's S&P 500 ETF, competes by offering low-cost exposure to a similar set of blue-chip companies as MBCC.

Invesco QQQ Trust Series 1

QQQ

Mkt Cap0

Tracks the Nasdaq-100, including technology blue chips, offering an alternative to MBCC's core holdings.

iShares Russell 1000

IWB

Mkt Cap0

Tracks the Russell 1000 Index, providing broad exposure to U.S. large-cap stocks, competing with MBCC's target market.

Vanguard Morningstar Total Stock Market

VTI

Mkt Cap0

Offers comprehensive exposure to the total U.S. stock market, including blue chips, competing across a broader spectrum.

Invesco S&P 500 Equal Weight

RSP

Mkt Cap0

An equal-weight S&P 500 ETF, providing a different approach to investing in blue-chip companies, competing with MBCC's methodology.

Vanguard High Dividend Yield Indx

VYM

Mkt Cap0

Focuses on high dividend yielding U.S. stocks, including blue chips, offering an income-focused alternative to MBCC.

Schwab U.S. Large-Cap

SCHX

Mkt Cap0

Schwab U.S. Large-Cap ETF, directly competes with MBCC by targeting large-cap U.S. stocks, similar to MBCC's investment focus.

Holdings

Regions

Sectors

About

MBCC targets blue chips or those established and well-recognized companies with sound fundamentals. To pursue this objective, the fund starts with S&P 500 index of market-cap-weighted US large-cap companies across various industry groups. However, instead of holding all the S&P 500 securities, the fund narrows down its selection using a proprietary rules-based methodology that scores each company based on fundamental data such as revenue, revenue growth, debt ratio, net income, net income growth, and profitability. MBCC typically holds a concentrated portfolio of approximately 24 companies that exhibit the highest fundamental rankings. As a result, a significant portion of the portfolio can be held in one or more sectors. Selected securities are equally-weighted and rebalanced typically the first Monday of each month. Prior to March 4, 2024, the fund traded under the name Monarch Blue Chips Core ETF.

CEO

Dustin Allen Lewellyn

Country

United States

ISIN

US66538H2528

Listings

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FAQ

What is Monarch Blue Chips Core stock price today?▼

The current price of MBCC is $40.82 USD — it has increased by +4.63% in the past 24 hours. Watch Monarch Blue Chips Core stock price performance more closely on the chart.

What is Monarch Blue Chips Core stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on BATS exchange Monarch Blue Chips Core stocks are traded under the ticker MBCC.

Is Monarch Blue Chips Core stock price growing?▼

MBCC stock has risen by +0% compared to the previous week, the month change is a +0% rise, over the last year Monarch Blue Chips Core has showed a +11.85% increase.

Does Monarch Blue Chips Core pay dividends?▼

Yes, MBCC dividends are paid quarterly. The last dividend per share was 0.04 . As of today, Dividend Yield (FWD)% is 0.32%.

In which sector is Monarch Blue Chips Core located?▼

Monarch Blue Chips Core operates in the Finance & Payments sector.

When did Monarch Blue Chips Core complete a stock split?▼

Monarch Blue Chips Core has not had any recent stock splits.

Where is Monarch Blue Chips Core headquartered?▼

Monarch Blue Chips Core is headquartered in Wheaton, United States.