FMCX vs. MBCC ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Monarch Blue Chips Core ETF (MBCC)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$28.71
Average Daily Volume
423
52
MBCC
Monarch Blue Chips Core ETF
MBCC Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. 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.Grade (RS Rating)
Last Trade
$32.60
Average Daily Volume
9,204
24
Performance
| Period | FMCX | MBCC |
|---|---|---|
| 30 Days | -0.80% | 1.90% |
| 60 Days | 3.40% | 4.33% |
| 90 Days | 2.10% | 2.24% |
| 12 Months | 14.41% | 21.65% |
FMCX Overweight 46 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | B | 6.93% | |
| UNH | C | 6.84% | |
| KKR | B | 6.14% | |
| IAC | F | 5.35% | |
| GDDY | B | 4.98% | |
| LBRDK | D | 4.24% | |
| LSXMK | F | 4.22% | |
| GGG | D | 3.98% | |
| PYPL | D | 3.9% | |
| MTCH | C | 3.18% | |
| LSXMA | F | 1.79% | |
| GOOGL | A | 1.77% | |
| LBRDA | D | 1.74% | |
| PG | A | 1.3% | |
| PM | B | 1.21% | |
| YUM | C | 1.18% | |
| CMCSA | F | 1.13% | |
| AMGN | B | 1.11% | |
| KEYS | D | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | D | 0.87% | |
| CL | A | 0.85% | |
| MO | B | 0.84% | |
| ENTG | B | 0.82% | |
| ARWR | C | 0.72% | |
| HON | A | 0.6% | |
| GOOG | A | 0.5% | |
| BAX | D | 0.47% | |
| YUMC | F | 0.42% | |
| MUSA | B | 0.4% | |
| SPGI | B | 0.37% | |
| MTX | B | 0.33% | |
| KEX | B | 0.33% | |
| EQR | B | 0.3% | |
| JPM | C | 0.3% | |
| MUR | D | 0.25% | |
| FWONK | B | 0.21% | |
| BKNG | A | 0.19% | |
| FLWS | B | 0.15% | |
| GD | C | 0.13% | |
| BATRK | C | 0.11% | |
| PNR | D | 0.1% | |
| FWONA | B | 0.05% | |
| VMEO | C | 0.03% | |
| BATRA | C | 0.02% |
FMCX Underweight 18 Positions Relative to MBCC
FMCX: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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