(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

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
What is the price of MBCC stocks?
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%.
Is Northern Lights Fund Trust a good stock to buy?
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%.
Is MBCC a buy, sell or hold?
Northern Lights Fund Trust has no consensus analysts rating.
What are the forecast for MBCC stock price target?
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%