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Morningstar

Alpha Architect 1-3 Month Box ETF BOXX

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis BOXX

Will BOXX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOXX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOXX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BOXX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Alpha Architect 1-3 Month Box ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BOXX

More BOXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 199.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On Spdr® S&P 500 Etf Trust Sep24

132.55 4.1 Bil
—

Option On Spdr® S&P 500 Etf Trust Jul24

56.31 1.8 Bil
—

Option On Spdr® S&P 500 Etf Trust Sep24

7.31 228.0 Mil
—

Option On Spdr® S&P 500 Etf Trust Jul24

3.06 95.6 Mil
—

Option On Spdr® S&P 500 Etf Trust Jun24

0.61 18.9 Mil
—

Spy 09/20/2024 1.01 C

0.12 3.9 Mil
—

Spy 09/20/2024 1001.01 P

0.11 3.4 Mil
—

First American Government Obligs X

0.11 3.3 Mil
Cash and Equivalents

Option On Spdr® S&P 500 Etf Trust Jun24

0.03 1.0 Mil
—

Option On Spdr® S&P 500 Etf Trust Jun24

0.00 830
—