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MBCC - ETF AI Analysis
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Monarch Blue Chips Core ETF (MBCC)
Rating:72Outperform
Price Target:―
Positive Factors
Resilient Blue-Chip Core
The ETF is built around well-known, established companies, which can offer more stability than smaller or less proven stocks.
Broad Sector Diversification
Holdings are spread across technology, consumer, health care, financials, industrials, real estate, and communication services, helping reduce the impact if one sector struggles.
Several Strong Top Holdings
A number of the largest positions, such as Texas Instruments, Emerson Electric, Walmart, Costco, Philip Morris, Danaher, and GE Aerospace, have shown strong or steady performance, helping support the fund despite recent weakness elsewhere.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the return is eaten up by fees each year.
Recent Negative Performance
The ETF has delivered slightly negative returns over the past month, three months, and year to date, indicating recent performance has been weak.
U.S.-Only Geographic Exposure
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
MBCC vs. SPDR S&P 500 ETF (SPY)
AUM145.68M
RegionNorth America
Expense Ratio1.14%
Beta0.91
IssuerMonarch
Inception DateMar 23, 2021
Dividend Yield0.27%
Asset ClassEquity
Index TrackedMonarch Blue Chips Core Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,234
30 Day Avg. Volume17,575
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
44.14Price 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) tracks the Monarch Blue Chips Core Index, focusing on large, well-established “blue chip” companies in the U.S. It holds leading names like Walmart and Nvidia, along with other major firms across technology, consumer, health care, and financial sectors. Someone might invest in MBCC to get broad, diversified exposure to many of the biggest and most stable companies in the market, aiming for a mix of growth and dividends. A key risk is that the value of the ETF can still go up and down with the overall stock 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 leans into classic blue chips, with steady U.S. giants doing most of the heavy lifting. On the upside, Costco, Texas Instruments, Emerson, and Danaher are the fund’s workhorses, all rising recently and giving the portfolio a solid backbone across retail, industrials, and tech. Walmart and Philip Morris add a more defensive, slow-and-steady flavor. On the other side, Capital One and Booking Holdings have been lagging, while Nvidia and GE feel more like coiled springs—fundamentally strong but not fully pulling their weight in the short term.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Texas Instruments | 5.60% | $8.18M | $205.25B | 23.56% | 78 Outperform | |
| Walmart | 5.05% | $7.38M | $1.07T | 28.69% | 78 Outperform | |
| Philip Morris | 4.96% | $7.25M | $291.89B | 24.62% | 61 Neutral | |
| Costco | 4.64% | $6.78M | $452.07B | -4.98% | 72 Outperform | |
| Emerson Electric Company | 4.63% | $6.76M | $83.29B | 20.10% | 76 Outperform | |
| Amgen | 4.45% | $6.51M | $198.80B | 26.80% | 77 Outperform | |
| American Tower | 4.42% | $6.45M | $89.93B | 1.44% | 71 Outperform | |
| GE Aerospace | 4.40% | $6.43M | $330.81B | 51.44% | 72 Outperform | |
| Simon Property | 4.40% | $6.43M | $64.26B | 6.36% | 70 Outperform | |
| McDonald's | 4.38% | $6.40M | $233.29B | 6.17% | 65 Neutral |
MBCC Technical Analysis
Negative
―
Price Trends
36.95
Negative
36.83
Negative
36.40
Positive
Market Momentum
-0.08
Positive
43.84
Neutral
9.61
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MBCC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.90, equal to the 50-day MA of 36.95, and equal to the 200-day MA of 36.40, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 43.84 is Neutral, neither overbought nor oversold. The STOCH value of 9.61 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for MBCC.
MBCC Peer Comparison
Comparison Results
Performance Comparison
MBCC
Monarch Blue Chips Core ETF
36.53
0.25
0.69%
EFIV
SPDR S&P 500 ESG ETF
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―
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VOTE
Engine No. 1 Transform 500 ETF
―
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NBCR
Neuberger Berman Core Equity ETF
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―
―
QQQJ
Invesco NASDAQ Next Gen 100 ETF
―
―
―
ONEY
SPDR Russell 1000 Yield Focus 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.
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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