Summary
Alpha Box ETF (BOXX) Touches Fresh 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar now. The fund just hit a 52-week high and is up 4% from its 52-week low price of $112.76 per share.
Four Income ETFs For Rising Rates
Federal Reserve hikes are increasingly likely, with inflation increasing and unemployment stable. Lots of investments and ETFs should outperform during a period of rising rates. I'll be giving a quick rundown of four such ETFs in this article. Funds vary in risk, from cash ETFs to riskier choices, with the possibility of outstanding gains.
BOXX Mimics Treasury Yields With No Distributions and Lower Taxes, But the IRS Has Started Asking Questions
If you keep cash in a money market fund and pay California's top marginal rate, you hand roughly half of your yield to two governments before you spend a dollar of it.
Alpha Architect 1-3 Month Boxx Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 892 | $101,994.4 | $104,752.02 | $2,757.62 | 2.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,866 | $881,281.94 | $923,705.17 | $42,423.23 | 4.81% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 10,940 | $1.24M | $1.28M | $48,784.59 | 3.95% |
 Daren Blonski Fermata Advisors LLC | 15,739 | $1.81M | $1.85M | $37,725.52 | 2.08% |
| AL Acas LLC Acas LLC | 79,686 | $8.87M | $9.36M | $490,849.88 | 5.53% |
Alpha Architect 1-3 Month Boxx Fund (BOXX) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Alpha Architect 1-3 Month Boxx Fund ever had a stock split?
Alpha Architect 1-3 Month Boxx Fund Profile
| BATS Exchange | US Country |
Overview
The fund is notable for its specialized investment strategy, focusing primarily on a technique known as the Box Spread. By targeting investments that have a weighted average maturity of less than 90 days, it aims to allocate substantially all, if not at least 80%, of its total assets in Box Spreads. This investment approach is predicated on utilizing exchange-listed options to execute the box spread strategy, making it distinct in its operational methodology under normal market conditions.
Products and Services
A deep dive into the fund's products and services reveals a sophisticated approach to investment, with a key emphasis on the use of Box Spreads as its principal strategy. Below is a detailed explanation of the fund's primary investment tool:
- Box Spread Investment Strategy - This strategy involves the utilization of an exchange-listed options strategy known as a box spread. The essence of this approach lies in its execution, which hinges on investing in box spreads with the aim that the weighted average maturity based on their expiration dates will be under 90 days. The box spread is a complex options strategy that involves creating a synthetic position using four options contracts, aiming at benefiting from discrepancies in their price alignments for a theoretically risk-free profit. This method demonstrates the fund's innovative use of financial instruments to achieve its investment goals under normal market conditions.
