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 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 In 1 month Estimated | Other | $0.15 Per Share |
![]() MBOX 1 month ago Paid | Other | $0.15 Per Share |
![]() MBOX 4 months ago Paid | Quarterly | $0.16 Per Share |
![]() MBOX 7 months ago Paid | Quarterly | $0.12 Per Share |
![]() MBOX 10 months ago Paid | Quarterly | $0.13 Per Share |
![]() MBOX 27 Jun 2024 Paid | Quarterly | $0.17 Per Share |
![]() MBOX In 1 month Estimated | Other | $0.15 Per Share |
![]() MBOX 1 month ago Paid | Other | $0.15 Per Share |
![]() MBOX 4 months ago Paid | Quarterly | $0.16 Per Share |
![]() MBOX 7 months ago Paid | Quarterly | $0.12 Per Share |
![]() MBOX 10 months ago Paid | Quarterly | $0.13 Per Share |
![]() MBOX 27 Jun 2024 Paid | Quarterly | $0.17 Per Share |
ARCA Exchange | US Country |
The fund operates as an actively-managed exchange-traded fund (ETF), with a strategic focus on investing in equity securities. Managed by Freedom Day Solutions, LLC as the Sub-Adviser, the fund aims to fulfill its investment objective by targeting equities that have the potential for escalating dividend payments over time. It emphasizes a commitment to allocating at least 80% of its net assets, along with any borrowing for investment purposes, into dividend-paying securities. With a strategy that is not committed to diversification, the fund positions itself to provide investors a focused approach to income-generating equity investments.
The fund specializes in offering investment products centered on equity securities with a potential for growing dividend income, detailed as follows: