The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
Freedom Day Dividend ETF MBOX
Morningstar’s Analysis MBOX
Will MBOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Eli Lilly and Co | 3.38 | 3.1 Mil | Healthcare |
EOG Resources Inc | 2.72 | 2.5 Mil | Energy |
Dick's Sporting Goods Inc | 2.41 | 2.2 Mil | Consumer Cyclical |
Broadcom Inc | 2.35 | 2.2 Mil | Technology |
ASML Holding NV ADR | 2.31 | 2.1 Mil | Technology |
Canadian Natural Resources Ltd | 2.29 | 2.1 Mil | Energy |
Marathon Petroleum Corp | 2.27 | 2.1 Mil | Energy |
Williams-Sonoma Inc | 2.21 | 2.1 Mil | Consumer Cyclical |
Owens-Corning Inc | 2.18 | 2.0 Mil | Industrials |
KLA Corp | 2.17 | 2.0 Mil | Technology |