Monarch Blue Chips Elite Index ETF (MBCE)

Overview

Northern Lights Fund Trust IV - Monarch Blue Chips Elite Index ETF is an exchange-traded fund established by Northern Lights Fund Trust IV. Co-managed by Kingsview Wealth Management, LLC and Penserra Capital Management LLC, the fund primarily invests in the public equity markets of the United States. It focuses on stocks of large-cap companies, spanning across various diversified sectors, and aims to capture both growth and value stocks. The primary objective of the fund is to accurately track the performance of the Monarch Blue Chips Elite Index, employing a full replication technique. This fund was formed on March 23, 2021, and is officially domiciled in the United States.

Products and Services

• Exchange-Traded Fund (ETF)

  The Northern Lights Fund Trust IV - Monarch Blue Chips Elite Index ETF provides investors with a way to invest in a diversified portfolio of large-cap stocks within the United States equity markets. Being an ETF, it allows for trading on major stock exchanges throughout the day, offering liquidity and flexibility to investors.

• Co-Management Services

  The ETF is co-managed by Kingsview Wealth Management, LLC and Penserra Capital Management LLC, leveraging their expertise in investment management to guide the fund's strategic investments and ensure alignment with the Monarch Blue Chips Elite Index's performance metrics.

• Diversified Sector Exposure

  Investors benefit from exposure to a range of sectors through the ETF, as it invests in stocks of companies operating across various industries. This diversification helps mitigate risk and enhances potential returns, catering to a broad spectrum of investor preferences.

• Growth and Value Stock Investments

  The fund targets both growth and value stocks within its investment strategy, which allows investors to capitalize on distinctive market opportunities. Growth stocks represent companies expected to grow at an above-average rate compared to their industry, while value stocks offer potential based on undervaluation in relation to their fundamentals.

• Performance Tracking

  The Monarch Blue Chips Elite Index ETF is designed to closely track the performance of its benchmark index using a full replication technique. This method involves holding all the stocks in the index in their respective weights, ensuring that the fund behaves similarly to the index it aims to replicate.