The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Alpha Architect 1-3 Month Box ETF BOXX
Morningstar’s Analysis BOXX
Will BOXX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 199.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Option On Spdr® S&P 500 Etf Trust Jun24 | 113.88 | 2.6 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 74.88 | 1.7 Bil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 5.71 | 130.0 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 4.01 | 91.3 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.54 | 12.3 Mil | — |
Option On Spdr® S&P 500 Etf Trust Jun24 | 0.51 | 11.7 Mil | — |
Option on S&P 500 PR | 0.14 | 3.2 Mil | — |
First American Government Obligs X | 0.01 | 257,104 | Cash and Equivalents |
Option on S&P 500 PR | 0.01 | 246,690 | — |
Option On Spdr® S&P 500 Etf Trust Jul24 | 0.00 | −3,081 | — |