Monarch Blue Chips Core ETF

Frequently Asked Questions About MBCC

What does MBCC invest in?

The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.

What is the expense ratio of MBCC?

Monarch Blue Chips Core ETF (MBCC) charges an expense ratio of 1.25%. This is the annual fee deducted from fund assets to cover management and operations.

How big is MBCC?

Monarch Blue Chips Core ETF (MBCC) manages $182.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MBCC actively managed or an index fund?

MBCC is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (MBCC's is 1.25%) because there's no security selection cost.

When was MBCC launched?

Monarch Blue Chips Core ETF (MBCC) launched in March 2021 and is managed by Inspire.

How has MBCC performed?

MBCC's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.