Freedom Day Dividend ETFMBOX
MBOX
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
4% more capital invested
Capital invested by funds: $99.8M [Q3] → $104M (+$3.99M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
1.39% less ownership
Funds ownership: 88.25% [Q3] → 86.86% (-1.39%) [Q4]
11% less funds holding
Funds holding: 9 [Q3] → 8 (-1) [Q4]
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Research analyst outlook
We haven’t received any recent analyst ratings for MBOX.
Financial journalist opinion
Neutral
Seeking Alpha
8 months ago
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.
Positive
Seeking Alpha
11 months ago
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.
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