MBCC - ETF AI Analysis
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Monarch Blue Chips Core ETF (MBCC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent One-Month Performance
The ETF has shown strong gains over the past month, suggesting positive short-term momentum.
Leading Technology and Consumer Names
Several top holdings in technology and consumer companies have delivered strong year-to-date performance, helping support the fund’s returns.
Blue-Chip Focus with Meaningful Asset Base
The fund’s focus on large, established companies and its sizable pool of assets provide a relatively stable foundation for investors.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Heavy Tilt Toward Technology
A large share of the portfolio is in the technology sector, increasing the fund’s sensitivity to swings in tech stocks.
Concentrated U.S. Exposure
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
MBCC vs. SPDR S&P 500 ETF (SPY)
AUM192.95M
RegionNorth America
Expense Ratio1.14%
Beta0.93
IssuerMonarch
Inception DateMar 23, 2021
Dividend Yield0.33%
Asset ClassEquity
Index TrackedMonarch Blue Chips Core Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume19,324
30 Day Avg. Volume16,350
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.62Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MBCC Summary
The Monarch Blue Chips Core ETF (MBCC) tracks the Monarch Blue Chips Core Index and invests in large, well-established companies, mainly in the U.S. It focuses on blue-chip stocks across many sectors, with a big tilt toward technology. Well-known holdings include Microsoft, Amazon, Nvidia, and Walmart. Someone might consider this ETF to get broad, one-stop exposure to many leading companies, aiming for long-term growth with some stability compared with smaller stocks. A key risk is that it is heavily invested in large U.S. tech-related companies, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The Monarch Blue Chips Core ETF (MBCC) has an expense ratio of 1.14%, meaning you’ll pay $11.40 per year for every $1,000 invested. This is higher than average because MBCC is actively managed, which typically involves more research and trading compared to passively managed ETFs.
What would affect this ETF?The Monarch Blue Chips Core ETF (MBCC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the broader market, affecting sectors like Consumer Cyclical and Industrials. Additionally, regulatory changes in healthcare or technology could pose risks to key holdings such as Eli Lilly and Oracle.
MBCC Top 10 Holdings
MBCC is leaning heavily on U.S. tech heavyweights, with AMD and Nvidia doing much of the heavy lifting as their AI stories keep the wind at the fund’s back. Apple and Amazon are also steadily pulling their weight, adding a bit of dependable muscle to the portfolio. On the flip side, Microsoft and Palantir have been more of a drag lately, with their momentum looking a bit tired. Overall, this is a U.S.-centric, Big Tech–tilted fund, so its fortunes are closely tied to the semiconductor and cloud giants at its core.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 9.04% | $15.75M | $850.42B | 344.58% | 73 Outperform | |
| Texas Instruments | 5.39% | $9.40M | $280.42B | 63.82% | 78 Outperform | |
| Broadcom | 5.35% | $9.32M | $2.28T | 87.49% | 76 Outperform | |
| Amazon | 5.16% | $8.99M | $2.76T | 24.70% | 71 Outperform | |
| Nvidia | 4.83% | $8.41M | $5.39T | 57.78% | 76 Outperform | |
| Apple | 4.41% | $7.69M | $4.63T | 55.06% | 79 Outperform | |
| Microsoft | 4.20% | $7.32M | $3.28T | -4.68% | 79 Outperform | |
| Walmart | 4.05% | $7.06M | $899.74B | 13.08% | 78 Outperform | |
| Palantir Technologies | 3.99% | $6.96M | $364.80B | 14.27% | 74 Outperform | |
| Visa | 3.96% | $6.90M | $597.87B | -13.27% | 70 Outperform |
MBCC Technical Analysis
Positive
―
Price Trends
37.24
Positive
36.87
Positive
36.80
Positive
Market Momentum
0.70
Negative
68.87
Neutral
82.67
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MBCC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 38.91, equal to the 50-day MA of 37.24, and equal to the 200-day MA of 36.80, indicating a bullish trend. The MACD of 0.70 indicates Negative momentum. The RSI at 68.87 is Neutral, neither overbought nor oversold. The STOCH value of 82.67 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MBCC.
MBCC Peer Comparison
Comparison Results
Performance Comparison
MBCC
Monarch Blue Chips Core ETF
39.79
3.13
8.54%
QLC
FlexShares US Quality Large Cap Index Fund
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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NBCR
Neuberger Berman Core Equity ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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IUS
Invesco RAFI Strategic US ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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