Freedom Day Dividend ETF (MBOX)
ARCA ARCA Primary Summary
MBOX Chart
MBOX: Lackluster Distribution Growth Is Worrisome
MBOX is an actively managed ETF, with a focus on stocks with potential for future dividend growth. Heavy in financials, MBOX has a value tilt and quite strong quality characteristics, with all holdings being profitable. The 3-year dividend CAGR of the portfolio is over 12%. On the negative side, the ETF itself has lackluster distribution growth. There are also concerns related to the holdings' revenue, EBITDA, and EPS growth rates.
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: 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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Freedom Day Dividend ETF Profile
| ARCA Exchange | US Country |
Overview
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.
Products and Services
The fund specializes in offering investment products centered on equity securities with a potential for growing dividend income, detailed as follows:
- Actively-Managed ETFs: The cornerstone of its product offering, aiming to capitalize on dividend-paying equity securities. Through active management, the fund seeks to navigate the complexities of the stock market, targeting stocks that not only pay dividends but have the potential for dividend growth. This focus is rooted in the belief that such securities can offer a stable and possibly increasing income stream over time, appealing to investors looking for income generation combined with the growth potential of equities.
- Dividend-Paying Securities Investment: As a strategic decision, the fund dedicates at least 80% of its assets to investments in securities that pay dividends. This threshold underscores a strong commitment to seeking out investments that can provide immediate income through dividends, with an eye on securities poised for potential dividend increases. This approach aligns with the fund's goal of delivering rising dividend income streams to its investors, aiming to combine income generation with potential capital appreciation.
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