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Freedom Day Dividend ETF MBOX

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings MBOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

3.68 3.7 Mil
Healthcare

Broadcom Inc

2.82 2.9 Mil
Technology

Dick's Sporting Goods Inc

2.61 2.7 Mil
Consumer Cyclical

KLA Corp

2.46 2.5 Mil
Technology

ASML Holding NV ADR

2.37 2.4 Mil
Technology

Carrier Global Corp Ordinary Shares

2.33 2.4 Mil
Industrials

EOG Resources Inc

2.33 2.4 Mil
Energy

Tractor Supply Co

2.29 2.3 Mil
Consumer Cyclical

Owens-Corning Inc

2.25 2.3 Mil
Industrials

Watsco Inc Class A

2.21 2.3 Mil
Industrials