Símbolo de cotizaciónMVFD
Clase de activoAsset Allocation
Gestor del fondoMonarch
DomicilioUS
Ratio de gastos1.10%
Fundada en2024-03-06
Índice de referenciaMonarch Volume Factor Dividend Tree Index - Benchmark TR Gross
MVFD was created on 2024-03-06 by Monarch. The fund's investment portfolio concentrates primarily on target outcome asset allocation. MVFD tracks an equal-weighted index comprised of US equities that are exhibiting positive cash flow and dividend-paying capabilities. The fund can toggle to short-term US Treasury securities when cash flow trend is negative.