Sign in
MBCC Stock Price, Chart, Stats & News
Monarch Blue Chips Core ETF
Save
Monarch Blue Chips Core ETF (MBCC) is a dividend-paying ETF with a current dividend yield of 0.23% as of Jun 3, 2026. It pays $0.0913 per share over the trailing twelve months.
Large Growth
Category
0.23%
Dividend yield
$0.0913
1.25%
Expense ratio
184.92M
Assets
-1.46%
1Y return
MBCC chart
1M
3M
1Y
5Y
Loading chart...
MBCC returns
| YTD | -1.88% |
| 1Y | -1.46% |
| 3Y | 9.71% |
| 5Y | 4.99% |
| 10Y | 0.00% |
| 1Y volatility | 19.76% |
| 3Y volatility | 16.22% |
| Sharpe ratio | 0.37 |
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.
Top 10 MBCC holdings
| Holding | Ownership |
|---|---|
Technology 9.98% | |
Technology 5.77% | |
Technology 5.57% | |
Technology 4.85% | |
Consumer Cyclical 4.68% | |
Technology 4.59% | |
Technology 4.33% | |
Technology 4.27% | |
Technology 3.97% | |
Health care 3.89% |
Similar securities
Based on sector and market capitalization
Report issue