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MDPL
+0.81 · +3.05%
$27.28 · BATS

Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF (MDPL) ETF Analysis | Mid-Cap Value

Monarch Funds · USA
AUM:$56.9M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

MDPL returned +2.2% over the past year, broadly in line with flat market conditions.

What is MDPL?

The fund generally invests at least 80% of its total assets in the constituents of the index. The index consists of 30 equally weighted U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
MDPL returned 2.2% over the past year.
Moderate Concentration
Top 10 holdings make up 34.1% of the ETF — a moderate level of name concentration.
Income Component
Current yield of 1.39% — modest income alongside capital growth potential.
ETF Information
AUM$56.9M
Expense Ratio0.00%
Dividend Yield1.39%
Holdings30
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderMonarch Funds
Beta–
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.9%
1Y
+15.0%
3Y
+24.7%
5Y
+24.7%
OpenBook InsightIf you had invested £10,000 in MDPL 5 years ago, it would have grown to £12,474 — a gain of £2,474.

Annual Returns

Calendar year performance

MDPL delivered positive returns in 3 of the last 3 calendar years.
YearMDPL
2026 YTD+14.8%
2025+7.4%
2024+0.3%
CAGR 2yr+3.8%
3/3 positive yearsAvg return: +7.5%Worst year: +0.3% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
18.1%
Low
Momentum
+16.5%
30-day change
Support Level
28.41
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Momentum is upward with a 16.5% move over 30 days.
  • Monitor key support and resistance levels as part of broader risk assessment.
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