MDPL
Monarch Dividend Plus Index ETF
📎 Investment Objective
The Monarch Dividend Plus Index ETF seeks to track the performance of the Monarch Dividend Plus Index, which is designed to provide exposure to high-dividend-yielding U.S. equities.
Overview
ETF tracking Monarch Dividend Plus Index ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Monarch Dividend Plus Index ETF seeks to track the performance of the Monarch Dividend Plus Index, which is designed to provide exposure to high-dividend-yielding U.S. equities.
🎯 Investment Strategy
The ETF invests in a portfolio of stocks that are selected and weighted based on their dividend yield, dividend growth, and other fundamental factors. The goal is to provide investors with a diversified exposure to companies that have the potential to generate consistent dividend income.
✨ Key Features
- Focuses on high-dividend-yielding U.S. stocks
- Utilizes a rules-based index methodology to select and weight holdings
- Aims to provide a steady stream of dividend income
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Equity market risk: The value of the ETF's holdings may fluctuate due to changes in the overall stock market
- Dividend risk: Companies may reduce or eliminate their dividends, which could negatively impact the ETF's performance
- Concentration risk: The ETF may have a significant exposure to a particular sector or industry, which could increase its volatility
- Liquidity risk: The ETF may have difficulty buying or selling certain holdings, especially in times of market stress
👤 Best For
This ETF may be suitable for investors seeking a diversified exposure to high-dividend-yielding U.S. equities as part of a balanced portfolio. It may be particularly appealing to those looking to generate a steady stream of dividend income, although investors should be aware of the associated risks.