Morningstar

Alpha Architect 1-3 Month Box ETF BOXX

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

Morningstar’s Analysis BOXX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alpha Architect 1-3 Month Box ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BOXX

More BOXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 200.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On State Street® Spdr® S&P 500® Etf Sep26

184.86 23B
—

Option On State Street® Spdr® S&P 500® Etf Sep26

15.10 2B
—

First American Government Obligs X

0.51 62M
Cash and Equivalents

Option On State Street® Spdr® S&P 500® Etf Sep26

−0.00 −73,068
—

Option On State Street® Spdr® S&P 500® Etf Sep26

−0.00 −73,068
—

OTHER ASSETS AND LIABILITIES

−0.02 −2M
—

US DOLLARS

−0.48 −58M
Cash and Equivalents

Cash Offset

−99.98 −12B
Cash and Equivalents

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