MVFD ETF
$30.73
Monarch Volume Factor Dividend Tree Index ETF
AUM$98M
TER1.19%
Holdings42

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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 Unknown. Inception date: 2024-02-12.
MVFD performance shows a YTD return of 6.67%. The 1-year return is 13.42%. MVFD dividend yield stands at 1.22%, paid quarterly.
MVFD top holdings include KLIC:SI (3.4%), MLI (2.9%), WGO (2.8%), ENS (2.8%), WLTW (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.