MBCC vs. BEEZ ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to Honeytree U.S. Equity ETF (BEEZ)
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
$34.73
Average Daily Volume
11,241
24
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.15
Average Daily Volume
983
10
Performance
Period | MBCC | BEEZ |
---|---|---|
30 Days | 2.69% | 3.08% |
60 Days | 5.82% | 5.71% |
90 Days | 4.89% | 6.48% |
12 Months | 32.43% |
MBCC Overweight 20 Positions Relative to BEEZ
MBCC: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords