MVFD ETF
Monarch Volume Factor Dividend Tree Index ETF
MVFD ETF Overview
MVFD ETF (Monarch Volume Factor Dividend Tree Index ETF) is managed by Monarch Funds with $145.0M in net assets. MVFD expense ratio is 1.10%, holding 40 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 17.27%. The 1-year return is 22.58%. MVFD dividend yield stands at 1.32%, paid quarterly.
MVFD top holdings include Lambwestonholdings Inc. (3.5%), Verisk Analytics Inc. Class A (3.3%), Automatic Data Processing, Inc. (3.1%), Robert Half International Inc. (3.1%), Industrials (continued) Tetra Tech Inc. (2.9%). Go to all MVFD holdings, MVFD sectors, or MVFD dividends.
MVFD can be compared against other funds. Use MVFD overlap to find shared positions, or MVFD vs another fund for a side-by-side view. MVFD alternatives are available via the screener, along with tax-loss harvesting opportunities.