Monarch Dividend Plus ETF

Monarch Dividend Plus ETF is a passively managed U.S. equity exchange-traded fund focused on dividend-paying value stocks. It seeks to track the Monarch Dividend Plus Index, which uses an equal-weight approach across a diversified group of large- and mid-cap U.S. companies. The fund is designed to provide broad exposure to multiple economic sectors while emphasizing companies that generate dividend income and may also contribute to capital appreciation. Monarch Dividend Plus ETF uses a physical replication approach, holding the underlying securities in the index directly. Its portfolio is centered on income-oriented equity exposure, making it a vehicle for investors looking to access a rules-based basket of U.S. stocks with a dividend focus through a single fund. As a current product, it sits within Monarch Funds’ ETF lineup and serves the U.S. equity income market.