Monarch Blue Chips Core ETF
MBCC
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- Monarch Blue Chips Core ETF (MBCC) is an exchange-traded fund that seeks to replicate, before fees and expenses, the performance of the Monarch Blue Chips Core Index. The fund invests at least 80% of its total assets in the component securities of the index, which comprises approximately 24 equally weighted, high-conviction companies selected from the S&P 500 across diverse industries based on a proprietary rules-based methodology evaluating fundamental data such as revenue, revenue growth, net income, and net income growth; top holdings typically include leading names like Oracle Corp., NVIDIA Corp., Emerson Electric Co., Microsoft Corp., and Thermo Fisher Scientific Inc., with significant sector allocations to technology (around 30%), healthcare (around 17%), industrials, consumer cyclical, and real estate. Launched on March 23, 2021, and listed on the Cboe BZX Exchange, MBCC is advised by Kingsview Wealth Management, LLC (headquartered in Chicago, Illinois), sub-advised by Penserra Capital Management, LLC, and distributed by Northern Lights Distributors, LLC, with a net expense ratio of 1.25% and assets under management exceeding $113 million as of recent data. The fund targets investors seeking alpha generation through concentrated exposure to fundamentally strong large-cap U.S. equities, emphasizing prudent allocation decisions across market cycles while providing diversified stock selection in a passively indexed structure. In March 2024, Kingsview Wealth Management expanded its Monarch Funds suite by launching four new ETFs—Monarch Dividend Plus Index ETF (MDPL), among others—alongside MBCC, enhancing investor access to proprietary strategies across asset classes amid growing demand for innovative ETF offerings. The fund maintains operations domiciled in the United States, focusing exclusively on U.S.-listed large-cap stocks with no significant international exposure.