Northern Lights Fund Trust IV Monarch Dividend Plus Index ETFNorthern Lights Fund Trust IV Monarch Dividend Plus Index ETFNorthern Lights Fund Trust IV Monarch Dividend Plus Index ETF

Northern Lights Fund Trust IV Monarch Dividend Plus Index ETF

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Key stats

Assets under management (AUM)
‪32.76 M‬USD
Fund flows (1Y)
Dividend yield (indicated)
0.58%
Discount/Premium to NAV
0.006%

About Northern Lights Fund Trust IV Monarch Dividend Plus Index ETF

Issuer
Kingsview Partners LLC
Brand
Monarch
Expense ratio
1.25%
Inception date
Mar 6, 2024
Index tracked
Monarch Dividend Plus Index - Benchmark TR Gross
Management style
Passive
MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Classification

Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Fundamental
Weighting scheme
Equal
Selection criteria
Fundamental

Returns

1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund

As of June 18, 2024
Exposure type
StocksBonds, Cash & Other
Consumer Services
Electronic Technology
Stocks97.33%
Consumer Services12.78%
Electronic Technology10.27%
Process Industries9.67%
Finance9.55%
Energy Minerals9.55%
Retail Trade6.90%
Health Services6.69%
Technology Services6.52%
Consumer Non-Durables6.38%
Producer Manufacturing6.37%
Non-Energy Minerals6.26%
Health Technology3.29%
Commercial Services3.07%
Bonds, Cash & Other2.67%
ETF2.24%
Cash0.43%
Stock breakdown by region
100%
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows