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Category
Global or ExUS Equities - Quant Strat
Sponsor
Monarch Funds
Fund Family
Index
Monarch Volume Factor Global Unconstrain...
Index Weighting
Active/Passive
Expense
1.42%
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
0.05%
SMA50
0.95%
SMA200
6.10%
Return% 1Y
26.24%
Return% 3Y
-
Return% 5Y
-
Return% 10Y
Return% SI
Flows% 1M
5.81%
Flows% 3M
7.21%
Flows% YTD
19.34%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
26
AUM
165.04M
NAV/sh
52W High
35.53 -2.34%
52W Low
27.30 27.11%
Volatility
0.52% 0.82%
ATR (14)
0.33
RSI (14)
52.25
Beta
0.74
Rel Volume
2.54
Avg Volume
14.59K
Volume
36,997
Perf Week
0.52%
Perf Month
-0.37%
Perf Quarter
10.89%
Perf Half Y
8.89%
Perf YTD
11.76%
Perf Year
23.81%
Perf 3Y
-
Perf 5Y
-
Perf 10Y
-
Prev Close
34.55
Price
34.70
Change
0.43%
Monarch Volume Factor Global Unconstrained ETF seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Volume Factor Global Unconstrained Index. The fund is a fund of funds that generally invests at least 80% of its total assets in the component securities of the index. The index consists of 12 to 25 equity ETFs that demonstrate positive cash flow when the risk overlay is not deployed. When the risk overlay is deployed, a portion or all of the fund is allocated to one or more fixed-income ETFs.