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 $129.6M in net assets. MVFD expense ratio is 1.10%, holding 42 positions across sectors including Energy, Industrials, Consumer Staples. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 9.84%. The 1-year return is 20.85%. MVFD dividend yield stands at 1.51%, paid quarterly.
MVFD top holdings include Occidental Petroleum Corp. (3.8%), Hewlett Packard Enterprise Co. (3.2%), Marathon Petroleum Corp. (3.2%), Patterson-Uti Energy Inc. Com USD0.01 (3.1%), Apa Corp (3.0%). 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.