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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 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 cheapest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

3.20 3.4 Mil
Healthcare

EOG Resources Inc

2.39 2.5 Mil
Energy

KB Home

2.35 2.5 Mil
Consumer Cyclical

Jefferies Financial Group Inc

2.28 2.4 Mil
Financial Services

Dick's Sporting Goods Inc

2.27 2.4 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.27 2.4 Mil
Financial Services

Mueller Industries Inc

2.18 2.3 Mil
Industrials

Popular Inc

2.16 2.3 Mil
Financial Services

Enterprise Products Partners LP

2.15 2.3 Mil
Energy

Carrier Global Corp Ordinary Shares

2.13 2.2 Mil
Industrials