Monarch Blue Chips Core ETFMBCE
Type
ETF
Peer group
US equity: large companies
Net assets
$152.5M
Expense ratio
1.14%
1-year return
+3.3%
3 years, a year
+11.2%
5 years, a year
+5.1%
12-month yield
0.23%
Holdings
24
What it aims to do.
The Monarch Blue Chips Elite Index ETF (the ?Fund?) seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Monarch Blue Chips Elite Index (the ?Index?).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| TXN Texas Instruments Inc. | 5.19% |
| PM Philip Morris International Inc. | 4.88% |
| WMT Walmart Inc | 4.76% |
| GE GE Aerospace | 4.72% |
| EMR Emerson Electric Co. | 4.65% |
| AMGN Amgen Inc. | 4.62% |
| COST Costco Wholesale Corporation | 4.55% |
| SPG Simon Property Group Inc | 4.50% |
| MCD McDonald's Corp. | 4.50% |
| AMT American Tower Corporation | 4.35% |
More on MBCE.
- MBCE overview
- MBCE holdings
- MBCE risk
- MBCE costs
- MBCE money in and out
- MBCE share classes
- Compare MBCE with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.