(MBCC) Northern Lights Fund Trust - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Large Growth
MBCC: Stocks, Equities, US, Large-Cap, Growth, Blue-Chip
The Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF (BATS:MBCC) is designed to provide exposure to established, large-cap companies demonstrating strong market performance. The fund typically allocates at least 80% of its assets to the securities comprising its underlying index, which is derived from the S&P 500. The index selects companies from a variety of industries based on fundamental metrics such as revenue, revenue growth, net income, and net income growth, targeting firms with a history of stability and growth.
The ETF is classified under the Large Growth category, focusing on companies with strong revenue and earnings expansion potential. It is listed on the BATS exchange, offering investors a way to gain exposure to a diversified portfolio of blue-chip companies. The funds structure is designed to align with the performance of its underlying index, making it a potential choice for investors seeking large-cap growth exposure.
Based on the provided data, the ETFs short-term trend appears bearish, as the last price of 35.16 is below the 20-day SMA of 36.03 and the 50-day SMA of 35.39. However, the long-term trend remains bullish, with the last price above the 200-day SMA of 34.20. The Average True Range (ATR) of 0.37 indicates low volatility, suggesting price stability in the near term.
Looking ahead, the ETF is expected to experience sideways to slightly bearish movement in the next three months, with potential support near the 200-day SMA of 34.20. The moderate AUM of $128.51M suggests liquidity is sufficient to maintain stable trading activity. Investors should monitor the ETFs price relative to its moving averages and be prepared for potential fluctuations as market conditions evolve.
Additional Sources for MBCC ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
MBCC ETF Overview
Market Cap in USD | 128m |
Category | Large Growth |
TER | 1.25% |
IPO / Inception | 2021-03-23 |
MBCC ETF Ratings
Growth 5y | 49.7% |
Fundamental | - |
Dividend | 1.0% |
Rel. Strength Industry | -5.22 |
Analysts | - |
Fair Price Momentum | 30.71 USD |
Fair Price DCF | - |
MBCC Dividends
Dividend Yield 12m | 0.00% |
Yield on Cost 5y | % |
Annual Growth 5y | -100.00% |
Payout Consistency | 1.0% |
MBCC Growth Ratios
Growth Correlation 3m | 17.5% |
Growth Correlation 12m | 86.7% |
Growth Correlation 5y | 56.8% |
CAGR 5y | 8.27% |
CAGR/Max DD 5y | 0.27 |
Sharpe Ratio 12m | 1.32 |
Alpha | -5.93 |
Beta | 0.90 |
Volatility | 24.71% |
Current Volume | 3.8k |
Average Volume 20d | 15k |
As of March 15, 2025, the stock is trading at USD 33.68 with a total of 3,841 shares traded.
Over the past week, the price has changed by -3.42%, over one month by -7.55%, over three months by -5.32% and over the past year by +4.14%.
Partly, yes. Based on ValueRay Analyses, Northern Lights Fund Trust (BATS:MBCC) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 49.74 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of MBCC as of March 2025 is 30.71. This means that MBCC is currently overvalued and has a potential downside of -8.82%.
Northern Lights Fund Trust has no consensus analysts rating.
According to ValueRays Forecast Model, MBCC Northern Lights Fund Trust will be worth about 34.8 in March 2026. The stock is currently trading at 33.68. This means that the stock has a potential upside of +3.3%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 34.8 | 3.3% |