How have MBCC shares performed in 2024?

Monarch Blue Chips Core ETF's stock was trading at $28.9817 at the start of the year. Since then, MBCC stock has increased by 7.8% and is now trading at $31.25. View the best growth stocks for 2024 here .

What does MBCC invest in?

Monarch Blue Chips Core ETF is a equity fund issued by Monarch Funds. MBCC focuses on large cap investments and follows the Monarch Blue Chips Core Index. The fund's investments total to approximately $85.35 million assets under management.

What stocks does Monarch Blue Chips Core ETF hold?

MBCC invests in 25 holdings. Some of the stocks in their portfolio include General Electric (GE) , Oracle (ORCL) , NVIDIA (NVDA) , Emerson Electric (EMR) , Walt Disney (DIS) , Allstate (ALL) , Amazon.com (AMZN) , Thermo Fisher Scientific (TMO) , PepsiCo (PEP) and Microsoft (MSFT) .

What is the management fee for Monarch Blue Chips Core ETF?

Monarch Blue Chips Core ETF's management fee is 0.85% and has other expenses of 0.56%. However, MBCC has a fee waiver of -0.16% to reimburse the expenses. The net expense ratio for MBCC is 1.25%.

How do I buy shares of Monarch Blue Chips Core ETF?

Shares of MBCC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

BATS:MBCC

Monarch Blue Chips Core ETF (MBCC) Price, Holdings, & News

→ How to camouflage a factory of 53,000 workers (From Stansberry Research) (Ad)

Free MBCC Stock Alerts

$31.25

-0.06 (-0.19%)

(As of 04/24/2024 ET)

Compare

Today's Range: $31.15
▼
$31.35
50-Day Range: $30.62
▼
$32.71
52-Week Range: N/A

Volume: 10,484 shs
Average Volume: N/A
Market Capitalization: $81.25 million

Assets Under Management: $85.35 million
Dividend Yield: 0.10%
Net Expense Ratio: 1.25%

Stock Analysis Chart Holdings Ratings

Get Monarch Blue Chips Core ETF alerts:

About Monarch Blue Chips Core ETF

The Monarch Blue Chips Core ETF (MBCC) is an exchange-traded fund that is based on the Kingsview Blue Chips Core index. The fund tracks an equal-weighted index of companies selected from the S&P 500 Index that are perceived to be fundamentally sound. MBCC was launched on Mar 23, 2021 and is managed by Monarch.

MBCC Stock Price History

30 days | 90 days | 365 days | Advanced Chart

MBCC ETF News Headlines

January 10, 2024 | finance.yahoo.com

Monarch Blue Chips Core ETF (MBCC)

December 21, 2023 | investing.com

Fidelity® Blue Chip Growth ETF (FBCG)

April 25, 2024 | Traders Agency (Ad)

top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)

AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligence stock[/lin] is NOT Microsoft, Google, Amazon or Apple. Nope — his research is pointing to a tiny, under-the-radar stock that’s trading for just a few dollars right now… And could soon shoot to the moon, handing early investors a windfall.

December 21, 2023 | wsj.com

EA Bridgeway Blue Chip ETF

See More Headlines

Receive MBCC Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for Monarch Blue Chips Core ETF and its competitors with MarketBeat's FREE daily newsletter.

Fund Details

Issuer: Monarch Funds
Fund Name: Monarch Blue Chips Core Index ETF
Tax Classification: Regulated Investment Company
Stock Exchange: BATS
Current Symbol: BATS:MBCC
Inception Date: 3/23/2021
Fund Manager: Dustin Lewellyn, Ernesto Tong, Anand Desai
Web: N/A
Phone: N/A

Fund Focus

Asset Class: Equity
Benchmark: Monarch Blue Chips Core Index
Category: Size and Style
Focus: Large Cap
Development Level: Developed Markets
Region: North America
Number of Holdings: 25

Fund Statistics

Assets Under Management: $85.35 million
Average Daily Volume: $0.00
Discount/Premium: -0.01%

Administrator, Advisor and Custodian

Administrator: Ultimus Fund Solutions, LLC
Advisor: Kingsview Wealth Management, LLC
Custodian: Brown Brothers Harriman & Co.
Distributor: Northern Lights Distributor, LLC
Transfer Agent: Brown Brothers Harriman & Co.
Trustee: N/A
Lead Market Maker: Citadel

Miscellaneous

Outstanding Shares: 2,600,000
Beta: 1.02
Creation Unit: 25,000
Creation Fee: $225.00

13 Stocks Institutional Investors Won't Stop Buying

Which stocks are major institutional investors including hedge funds and endowments buying in today's market? Click the link below and we'll send you MarketBeat's list of thirteen stocks that institutional investors are buying up as quickly as they can.

Get This Free Report

Ad Behind the Markets

Will this $2 AI stock double overnight?

It's a tiny AI company fighting for a big piece of a $20 Billion Pentagon contract. What's more, this groundbreaking firm is trading for less than $2 a share!

Click here to learn more >>>

Monarch Blue Chips Core ETF Expenses

Type	MBCC	Large Cap ETFs	Equity ETFs	BATS ETFs	All ETFs
Management Fee	0.85%	0.57%	0.54%	0.56%	0.51%
Other Expenses	0.56%	0.29%	0.54%	0.51%	0.58%
Total Expense	1.41%	0.63%	0.70%	0.68%	0.70%
Fee Waiver	-0.16%	-0.19%	-0.54%	-0.34%	-0.57%
Net Expense	1.25%	0.61%	0.60%	0.63%	0.58%

Monarch Blue Chips Core ETF (MBCC) Holdings & Exposure

Top 10 MBCC Holdings

MBCC Sector Exposure

MBCC Industry Exposure

Full Holdings Details

Similar ETFs

MBCC ETF - Frequently Asked Questions

How have MBCC shares performed in 2024?: Monarch Blue Chips Core ETF's stock was trading at $28.9817 at the start of the year. Since then, MBCC stock has increased by 7.8% and is now trading at $31.25.
View the best growth stocks for 2024 here.
What does MBCC invest in?: Monarch Blue Chips Core ETF is a equity fund issued by Monarch Funds. MBCC focuses on large cap investments and follows the Monarch Blue Chips Core Index. The fund's investments total to approximately $85.35 million assets under management.
What stocks does Monarch Blue Chips Core ETF hold?: MBCC invests in 25 holdings. Some of the stocks in their portfolio include General Electric (GE), Oracle (ORCL), NVIDIA (NVDA), Emerson Electric (EMR), Walt Disney (DIS), Allstate (ALL), Amazon.com (AMZN), Thermo Fisher Scientific (TMO), PepsiCo (PEP) and Microsoft (MSFT).

What is the management fee for Monarch Blue Chips Core ETF?: Monarch Blue Chips Core ETF's management fee is 0.85% and has other expenses of 0.56%. However, MBCC has a fee waiver of -0.16% to reimburse the expenses. The net expense ratio for MBCC is 1.25%.
How do I buy shares of Monarch Blue Chips Core ETF?: Shares of MBCC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (BATS:MBCC) was last updated on 4/25/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial