Monarch Funds

Statistics as of May 01, 2025

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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow ▼
Moderate Allocation
Expense Ratio
1.14%
TTM Yield
1.7%
3yr Sharpe
0.01
YTD Return
0.8%
3yr Return
13.8%
1yr Return
8.3%
Total Assets
$230M
6M Money Flow
$78M
Large Growth
Expense Ratio
1.25%
TTM Yield
0.0%
3yr Sharpe
0.44
YTD Return
-3.3%
3yr Return
39.1%
1yr Return
8.3%
Total Assets
$156M
6M Money Flow
$42M
Global Large-Stock Blend
Expense Ratio
1.59%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
-0.5%
3yr Return
-
1yr Return
6.3%
Total Assets
$91M
6M Money Flow
$37M
Mid-Cap Blend
Expense Ratio
1.61%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
-3.2%
3yr Return
-
1yr Return
9.9%
Total Assets
$81M
6M Money Flow
$29M
Intermediate Core-Plus Bond
Expense Ratio
1.39%
TTM Yield
2.2%
3yr Sharpe
-0.35
YTD Return
3.8%
3yr Return
4.8%
1yr Return
8.0%
Total Assets
$125M
6M Money Flow
$28M
Mid-Cap Value
Expense Ratio
1.25%
TTM Yield
1.3%
3yr Sharpe
-
YTD Return
0.0%
3yr Return
-
1yr Return
3.3%
Total Assets
$54M
6M Money Flow
$22M
Moderate Allocation
Expense Ratio
1.25%
TTM Yield
1.6%
3yr Sharpe
-
YTD Return
-6.4%
3yr Return
-
1yr Return
0.8%
Total Assets
$65M
6M Money Flow
$21M