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CategoryGlobal or ExUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y5.11% Total Holdings27 Perf Week-0.52%
SponsorMonarch Funds ETF Type Tagsfixed-income Return% 3Y- AUM97.86M Perf Month0.88%
Fund Family Bond Type TagsETFs Return% 5Y- NAV/sh Perf Quarter11.11%
IndexMonarch Volume Factor Global Unconstrain... Average Maturity Tagscash-cow Return% 10Y 52W High28.24 -0.82% Perf Half Y9.46%
Index Weighting Commodity Type Tags- Return% SI 52W Low24.19 15.79% Perf YTD6.95%
Active/Passive Quant Type Tags- Flows% 1M0.92% Volatility0.40% 0.37% Perf Year4.69%
Dividend TTM0.55 (1.96%) ESG Type Tags- Flows% 3M1.39% ATR (14)0.18 Perf 3Y-
Dividend Ex-DateJun 27, 2025 Dividend Type Sector/Theme Flows% YTD54.55% RSI (14)53.97 Perf 5Y-
Dividend Gr. 3/5Y- - Structure Type Region Flows% 1Y Beta0.75 Perf 10Y-
Expense1.59% Growth/Value SMA200.11% Flows% 3Y Rel Volume1.76 Prev Close27.90
Inverse/Leveraged Market Cap SMA501.53% Flows% 5Y Avg Volume5.91K Price28.01
IPOMar 07, 2024 Option/ShortNo / Yes SMA2004.70% Trades Volume10,385 Change0.39%
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.