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 $131.1M in net assets. MVFD expense ratio is 1.10%, holding 80 positions across sectors including Energy, Information Technology, Industrials. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 4.57%. The 1-year return is 11.76%. MVFD dividend yield stands at 1.48%, paid quarterly.
MVFD top holdings include Hewlett Packard Enterprise Co (4.2%), Occidental Petroleum Corp. (3.8%), Marathon Petroleum Corp (3.7%), Apa Corp (3.2%), Altus Midstream Company (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.