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MBCC - ETF AI Analysis
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Monarch Blue Chips Core ETF (MBCC)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several top positions, like Oracle and GE Aerospace, have delivered strong year-to-date gains, supporting the ETF's overall performance.
Sector Diversification
The ETF spreads its investments across multiple sectors, including Technology, Health Care, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating resilience in its portfolio despite recent market fluctuations.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Limited Geographic Exposure
With nearly all assets concentrated in U.S. companies, the ETF lacks diversification across global markets.
Underperforming Holding
Danaher has shown negative year-to-date performance, which could drag on the fund's overall returns.
MBCC vs. SPDR S&P 500 ETF (SPY)
AUM142.56M
RegionNorth America
Expense Ratio1.14%
Beta0.91
IssuerMonarch
Inception DateMar 23, 2021
Dividend Yield0.26%
Asset ClassEquity
Index TrackedMonarch Blue Chips Core Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,319
30 Day Avg. Volume14,994
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
43.50Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering24
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MBCC Summary
The Monarch Blue Chips Core ETF (MBCC) is an investment fund that focuses on large, well-established companies known as blue-chip stocks. These companies are leaders in their industries and include household names like Microsoft and Nvidia. MBCC tracks the Monarch Blue Chips Core Index, which emphasizes stability and growth potential, making it a good option for investors looking to diversify their portfolios with reliable, large-cap stocks. However, since MBCC is heavily invested in technology (34% of its holdings), its performance can be influenced by changes in the tech sector and broader market trends.
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
The Monarch Blue Chips Core ETF (MBCC) leans heavily on U.S. large-cap stalwarts, with a clear tilt toward technology and consumer-focused sectors. Nvidia and Meta Platforms, while benefiting from their AI-driven strategies, have shown mixed performance recently, with valuation concerns weighing on momentum. On the brighter side, Walmart and GE Aerospace are rising stars, bolstered by strong financial results and strategic growth initiatives. Visa and Mastercard offer steady contributions but face bearish technical trends. Overall, MBCC’s positioning reflects a balanced approach, though its tech-heavy exposure may amplify volatility in uncertain markets.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Salesforce | 4.70% | $6.70M | $248.55B | -21.62% | 80 Outperform | |
| Capital One Financial | 4.63% | $6.60M | $157.83B | 37.76% | 71 Outperform | |
| Booking Holdings | 4.51% | $6.43M | $175.56B | 8.12% | 63 Neutral | |
| Nvidia | 4.35% | $6.20M | $4.58T | 34.79% | 76 Outperform | |
| Visa | 4.33% | $6.18M | $679.11B | 11.45% | 70 Outperform | |
| GE Aerospace | 4.33% | $6.18M | $334.11B | 86.24% | 72 Outperform | |
| Texas Instruments | 4.30% | $6.13M | $160.94B | -7.35% | 78 Outperform | |
| Mastercard | 4.30% | $6.13M | $520.34B | 8.88% | 75 Outperform | |
| Philip Morris | 4.22% | $6.01M | $253.17B | 33.92% | 61 Neutral | |
| Meta Platforms | 4.20% | $6.00M | $1.68T | 10.64% | 76 Outperform |
MBCC Technical Analysis
Positive
―
Price Trends
36.70
Positive
36.70
Positive
35.66
Positive
Market Momentum
0.15
Negative
62.62
Neutral
95.05
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 36.75, equal to the 50-day MA of 36.70, and equal to the 200-day MA of 35.66, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 62.62 is Neutral, neither overbought nor oversold. The STOCH value of 95.05 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
37.27
2.39
6.85%
VOTE
Engine No. 1 Transform 500 ETF
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AVLC
Avantis U.S. Large Cap Equity ETF
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ONEY
SPDR Russell 1000 Yield Focus ETF
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QQQJ
Invesco NASDAQ Next Gen 100 ETF
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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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.
Disclaimer
This 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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