Freedom Day Dividend ETF
MBOX

$33.91

0.7%

Market Cap: $113M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

4% more capital invested

Capital invested by funds: $87.8M [Q1] → $91M (+$3.22M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

0.56% less ownership

Funds ownership: 89.33% [Q1] → 88.78% (-0.56%) [Q2]

13% less funds holding

Funds holding: 8 [Q1] → 7 (-1) [Q2]

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

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Research analyst outlook

We haven’t received any recent analyst ratings for MBOX.

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Financial journalist opinion

MBOX: A Quality Dividend Fund

Dividend investing is making a comeback amid market volatility. Freedom Day Dividend ETF focuses on companies with a history of increasing dividend payouts. The MBOX ETF uses a 5-step filter for portfolio construction, outperforming competitors but struggling in relative performance.

MBOX: A Quality Dividend Fund

MBOX: An Underfollowed Dividend Growth Strategy Worth Shortlisting

MBOX is an actively managed vehicle that pursues promising dividend growth stories. Its strategy is based on fundamental analysis and quantitative methods. Incepted in May 2021, MBOX has had a fairly impressive run, beating the market proxied with IVV, as well as a few dividend-growth-focused peers. In its portfolio, quality is nicely balanced with the value factor, while interesting dividend growth stories are abundant.

MBOX: An Underfollowed Dividend Growth Strategy Worth Shortlisting

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