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 $97.6M in net assets. MVFD expense ratio is 1.19%, holding 42 positions across sectors including Industrials, Consumer Discretionary, Financials. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 4.61%. The 1-year return is 13.42%. MVFD dividend yield stands at 1.22%, paid quarterly.
MVFD top holdings include Kulicke & Soffa Industries Inc (3.4%), Mueller Industries Inc (2.9%), Winnebago Industries, Inc. (2.8%), Enersys (2.8%), Willis Towers Watson Plc (2.7%). View all MVFD holdings, sector breakdown, or dividend history.
MVFD can be compared against other funds using the overlap calculator or side-by-side comparison tool. MVFD alternatives are available via the screener, along with tax-loss harvesting opportunities.