MVFD

Upgrade to Finviz Elite: Get our fastest platform speed, real-time data, and unlimited screening & charting. Start Free Trial

Category	US Equities - Quant Strat	Asset Type	Equities (Stocks)	Tags	U.S.	Return% 1Y	15.03%	Total Holdings	42	Perf Week	4.32%
Sponsor	Monarch Funds	ETF Type		Tags	fixed-income	Return% 3Y	-	AUM	93.57M	Perf Month	6.21%
Fund Family		Bond Type		Tags	ETFs	Return% 5Y	-	NAV/sh		Perf Quarter	12.96%
Index	Monarch Volume Factor Div Tree Indx	Average Maturity		Tags	dividend	Return% 10Y		52W High	30.95 1.65%	Perf Half Y	22.30%
Index Weighting		Commodity Type		Tags	-	Return% SI		52W Low	22.32 40.95%	Perf YTD	11.59%
Active/Passive		Quant Type		Tags	-	Flows% 1M	-25.42%	Volatility	1.00% 0.71%	Perf Year	16.82%
Dividend TTM	0.38 (1.20%)	ESG Type		Tags	-	Flows% 3M	8.51%	ATR (14)	0.36	Perf 3Y	-
Dividend Ex-Date	Dec 18, 2025	Dividend Type		Sector/Theme		Flows% YTD	4.38%	RSI (14)	70.40	Perf 5Y	-
Dividend Gr. 3/5Y	- -	Structure Type		Region		Flows% 1Y		Beta	0.84	Perf 10Y	-
Expense	1.19%	Growth/Value		SMA20	3.57%	Flows% 3Y		Rel Volume	1.56	Prev Close	30.67
Inverse/Leveraged		Market Cap		SMA50	6.69%	Flows% 5Y		Avg Volume	9.76K	Price	31.46
IPO	Mar 07, 2024	Option/Short	No / No	SMA200	15.84%	Trades		Volume	15,237	Change	2.59%

Monarch Volume Factor Dividend Tree ETF seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Volume Factor Dividend Tree Index. The fund generally invests at least 80% of its total assets in the constituents of the index. The index identifies approximately 40 individual stocks that demonstrate positive cash flow and an ability to pay dividends and up to 10 fixed income ETFs if the risk overlay is employed.

open in yahoo | open in marketwatch | open in google

Monarch Volume Factor Dividend Tree Index ETF

Upgrade your FINVIZ experience