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Monarch Blue Chips Core ETF
Similar ETFs
Trading data
MBCC performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 10, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -1.71% | -0.53% | -1.73% | +7.15% | +54.43% | |
| Flows | +$9M | +$17M | +$13M | +$18M | +$84M | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +11.50% | +17.54% | +14.45% | |
Max drawdown | -3.65% | -13.87% | -18.57% | |
Max drawdown duration | 63d | 45d | 128d | N/A |
Time to recover | N/A | 32d | 81d | N/A |
Replication quality
Data as of February 27, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 23
Top 15 Holdings
Characteristics
The Monarch Blue Chips Core ETF is built to track the Solactive Kingsview Blue Chips Core Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly).
This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Provider | Monarch Fund |
| N° of holdings | 23 |
| Replication method | Direct (Physical) |
| Asset class | Equities |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | March 24, 2021 |
| ESG | No |
What type of ETF is MBCC?
MBCC is a Passive ETF that provides exposure to Equity assets. It is managed by Monarch Fund.
What index does MBCC track?
MBCC tracks the Solactive Kingsview Blue Chips Core Index - USD, aiming to replicate its performance through full replication.
What does MBCC invest in?
This ETF provides exposure to Equally Weighted Large Cap US Equities. It is part of the segment: US Large Cap.
What is the expense ratio of MBCC?
The total expense ratio (TER) of MBCC is 1.06%, representing the annual fee charged by the fund manager.
When was MBCC launched?
MBCC was launched on March 24, 2021, marking its entry into the ETF market.
Who is the issuer of MBCC?
MBCC is issued by Monarch Fund.
What is the AUM of MBCC?
As of March 10, 2026, MBCC manages $151.55 M, reflecting the total assets held in the fund.
How has MBCC performed recently?
As of March 10, 2026, MBCC delivered a return of -1.71% over the past month (1M performance), -0.53% over the past three months (3M), and -1.73% year-to-date (YTD).
What are the recent fund flows for MBCC?
As of March 10, 2026, MBCC has seen net flows of +$9M in the past month (1M flow) and +$13M year-to-date (YTD).
Does MBCC pay dividends?
As of March 10, 2026, MBCC has a trailing 12-month distribution yield of 0.27%.
How many holdings are in MBCC
As of January 31, 2026, MBCC holds 23 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is MBCC?
As of January 31, 2026, MBCC holds 23 securities, with 65.1% of its assets concentrated in its top 15 holdings.
What are the top holdings of MBCC?
As of January 31, 2026, MBCC holds a portfolio of 23 underlyings, with its largest positions including TEXAS INSTRUMENTS, PHILLIP MORRIS and META PLATFORMS. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does MBCC invest in?
As of January 31, 2026, MBCC has its largest geographic exposures in USA.
What sectors or themes does MBCC focus on?
As of January 31, 2026, MBCC is primarily exposed to Information Technology, Consumer Discretionary and Health Care.
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