Morningstar

Freedom Day Dividend ETF MBOX

Morningstar Medalist Rating
Medalist Rating as of | See Freedom Day Solutions Investment Hub

Morningstar’s Analysis MBOX

Will MBOX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Freedom Day Dividend ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MBOX

More MBOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

3.08 5M
Financial Services

Morgan Stanley

2.76 4M
Financial Services

Eaton Corp PLC

2.61 4M
Industrials

Amgen Inc

2.52 4M
Healthcare

Energy Transfer LP

2.49 4M
Energy

Garmin Ltd

2.45 4M
Technology

Enterprise Products Partners LP

2.44 4M
Energy

UnitedHealth Group Inc

2.40 4M
Healthcare

The Travelers Companies Inc

2.38 4M
Financial Services

Automatic Data Processing Inc

2.37 4M
Technology

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