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Category
US Equities - Quant Strat
Sponsor
Monarch Funds
Fund Family
Index
Monarch Volume Factor Div Tree Indx
Index Weighting
Active/Passive
Expense
1.19%
Inverse/Leveraged
IPO
Mar 07, 2024
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / No
Tags
Tags
Tags
Tags
Tags
-
Tags
-
Tags
-
Sector/Theme
Region
SMA20
-0.45%
SMA50
-1.20%
SMA200
2.05%
Return% 1Y
14.99%
Return% 3Y
-
Return% 5Y
-
Return% 10Y
Return% SI
Flows% 1M
4.72%
Flows% 3M
10.83%
Flows% YTD
30.76%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
42
AUM
114.11M
NAV/sh
52W High
31.86 -6.09%
52W Low
25.42 17.70%
Volatility
0.44% 0.67%
ATR (14)
0.26
RSI (14)
46.20
Beta
0.69
Rel Volume
1.87
Avg Volume
10.63K
Volume
19,843
Perf Week
0.10%
Perf Month
-1.90%
Perf Quarter
1.41%
Perf Half Y
1.01%
Perf YTD
6.13%
Perf Year
12.58%
Perf 3Y
-
Perf 5Y
-
Perf 10Y
-
Prev Close
29.95
Price
29.92
Change
-0.11%
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.