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Monarch Volume Factor Dividend Tree ETF (MVFD) ETF Overview

Price history, fund statistics and profile — an exchange-traded fund.

Exchange-Traded Funds · Moderate Allocation · DATA UPDATED 2026-08-31

Monarch Volume Factor Dividend Tree ETF (MVFD) is an exchange-traded fund managed by Monarch Funds in the "Moderate Allocation" category. It manages roughly $124 million in assets.

The fund invests sat least 80% of its total assets in the constituents of the index. The index consists of 40 equally-weighted individual stocks that demonstrate positive cash flow and an ability to pay dividends and up to 5 fixed income ETFs if the cash flow trend is negative.

Interactive chart & fund stats →

MVFD Fund Statistics

Expense ratio1.10%
Trailing yield1.51%
Assets under management$124 million
Fund categoryModerate Allocation
Fund familyMonarch Funds
Inception2024-03-06

The live price chart, fund profile and news are in the interactive MVFD viewer.

Other Companies in Moderate Allocation

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