MVFD
Monarch Volume Factor Dividend Tree Index ETF
📎 Investment Objective
The Monarch Volume Factor Dividend Tree Index ETF (MVFD) seeks to track the performance of the Monarch Volume Factor Dividend Tree Index, which is designed to provide exposure to a portfolio of dividend-paying stocks with high trading volume and attractive valuation metrics.
Overview
ETF tracking Monarch Volume Factor Dividend Tree Index ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Monarch Volume Factor Dividend Tree Index ETF (MVFD) seeks to track the performance of the Monarch Volume Factor Dividend Tree Index, which is designed to provide exposure to a portfolio of dividend-paying stocks with high trading volume and attractive valuation metrics.
🎯 Investment Strategy
The ETF invests in a diversified portfolio of stocks that are selected based on their trading volume, dividend yield, and valuation characteristics. The index methodology aims to identify companies that are undervalued but have strong trading activity, with the goal of capturing potential price appreciation and dividend income.
✨ Key Features
- Focuses on dividend-paying stocks with high trading volume and attractive valuations
- Seeks to provide exposure to a diversified portfolio of value-oriented equities
- Tracks the Monarch Volume Factor Dividend Tree Index, which is rebalanced and reconstituted quarterly
- Has a low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the ETF's holdings may decline due to general market conditions or other factors
- Sector concentration risk: The ETF may be more heavily invested in certain sectors, which could increase its vulnerability to any single economic, political, or regulatory development affecting that sector
- Dividend risk: Companies may reduce or eliminate their dividend payments, which could negatively impact the ETF's performance
- Liquidity risk: The ETF may have difficulty buying or selling certain holdings, which could affect its market price and ability to track the index
👤 Best For
This ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of value-oriented, dividend-paying stocks with the potential for capital appreciation and income generation. Investors should have a moderate risk tolerance and a long-term investment horizon.