Alpha Architect 1-3 Month Box ETFBOXX
BOXX
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
250% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 14
95% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 42
24% more funds holding in top 10
Funds holding in top 10: 17 [Q3] → 21 (+4) [Q4]
21% more funds holding
Funds holding: 169 [Q3] → 204 (+35) [Q4]
10% more capital invested
Capital invested by funds: $1.06B [Q3] → $1.17B (+$109M) [Q4]
0.55% less ownership
Funds ownership: 26.5% [Q3] → 25.95% (-0.55%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for BOXX.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
Cash Is King: A Quick Look At 3 Cash ETFs
Federal Reserve rates remain elevated, so cash continues to offer competitive yields. Cash is not created equal, with different cash alternatives providing slightly different results to investors. Some are tax-advantaged too. A quick look at 3 different cash ETFs follows.
Positive
Seeking Alpha
4 weeks ago
BOXX Vs. MUB: 2 Tax-Advantaged ETFs, 2 Very Different Strategies And Portfolios
Investors looking for tax-advantaged income or returns have generally focused on muni bonds. BOXX is a newer entrant in this space, with a very different strategy, basically synthetic t-bills. BOXX's approach results in much more stable returns, with higher returns in the past.
Neutral
Seeking Alpha
2 months ago
Give Yourself A Tax Cut
Simplify personal finances to balance a volatile professional life; prioritize tax efficiency and simplicity. Maximize tax-advantaged accounts and strategies like IRAs, 401(k)s, 529 plans, PPLI, and QOFs to minimize taxes. Utilize tax-efficient investments like the Alpha Architect 1-3 Month Box ETF (BOXX) for cash allocation and leverage for deductible expenses.
Neutral
Zacks Investment Research
2 months ago
Play Defensive ETFs to Counter Stock Market Slump
Wall Street was in the red on Tuesday as strong economic data dampened chances of near-term Fed rate cuts. Defensive ETFs may help in this scenario.
Negative
Seeking Alpha
2 months ago
BOXX: Do Not Confuse Cash And Cash-Like Return
Alpha Architect 1-3 Month Box ETF aims to match/exceed 1-3 month U.S. Treasury Bills but carries inherent options market risks. Arbitrage activities may fail during financial distress, making BOXX unreliable as a cash equivalent compared to SPDR T-Bill ETF. BOXX offers tax benefits, but these are minor and do not justify the risks for emergency funds or cash equivalents.
Positive
Seeking Alpha
3 months ago
The Largest Bond ETFs Are Good, But These ETFs Are Better
The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.
Positive
Seeking Alpha
6 months ago
BOXX: Understanding The Fund's First Distribution
BOXX ETF offers a unique value proposition by using box spreads for low-risk returns and tax efficiency, similar to short-term treasury ETFs. Despite its tax-deferred design, BOXX paid a distribution, introducing a minimal tax liability but diminishing its value proposition. BOXX's expense ratio is higher than other options, but a current fee waiver reduces costs temporarily.
Positive
Seeking Alpha
6 months ago
BOXX: Cash-Alternative ETF, 5.6% Options Yield, Risks Abound
BOXX achieves similar returns to t-bills through options. BOXX's investors can generally defer their taxes until a moment of their choosing, paying capital gain rates when they sell. Although the fund is a solid choice, Federal Reserve cuts should significantly decrease returns and after-tax yields in the coming months.
Neutral
Morningstar
8 months ago
BOXX ETF: Cash-Like Returns Without the Tax Bill
Unboxing the Alpha Architect ETF's approach to a popular option trade. Manager research analyst Lan Tran with Morningstar Research Services breaks down the strategy of the Alpha Architect 1-3 Month Box ETF, how investors can take advantage of what it has to offer, and whether this fund is worth the hype.
Positive
ETF Trends
8 months ago
The ETF Flowdown: Q2 2024
Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.
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