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Morningstar

Freedom Day Dividend ETF MBOX

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

Morningstar’s Analysis MBOX

Will MBOX 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 MBOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MBOX 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 MBOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Freedom Day Dividend ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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 MBOX

More MBOX Holdings
  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

4.34
3,102,823
Healthcare

EOG Resources Inc

3.37
2,403,671
Energy

Carrier Global Corp Ordinary Shares

2.44
1,742,879
Industrials

Marathon Petroleum Corp

2.30
1,639,557
Energy

CF Industries Holdings Inc

2.25
1,608,934
Basic Materials

Canadian Natural Resources Ltd

2.25
1,606,804
Energy

The Cigna Group

2.22
1,586,155
Healthcare

Enterprise Products Partners LP

2.20
1,568,711
Energy

Accenture PLC Class A

2.20
1,567,898
Technology

Williams Companies Inc

2.16
1,545,634
Energy