Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.04% from its 52-week low price of $113.93/share.
BOXX: The IRS Has Entered The Chat
The Alpha Architect 1-3 Month Box ETF is downgraded to Sell due to heightened tax risk from recent IRS scrutiny. BOXX has outperformed short-term Treasury funds like SGOV, primarily by deferring taxes and offering a higher after-tax equivalent yield. The fund's risk profile remains low, with exposure tied mainly to the OCC's performance, but the key risk now is potential retroactive tax reclassification.
BOXX: A Smart Tax Trade, But The IRS Just Started The Clock
The Alpha Architect 1-3 Month Box ETF earns a hold rating due to new IRS scrutiny of its tax-deferral mechanism. BOXX delivers T-bill-like returns via box spreads, offering significant tax advantages for taxable investors holding over a year. The IRS's Notice 2026-62 introduces regulatory risk, explicitly targeting BOXX's core tax strategy with potential retroactive impact.
Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.06% from its 52-week low price of $113.50/share.
Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.08% from its 52-week low price of $113.13/share.
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.
BOXX Saves High Earners $7,000 to $20,000 Annually in Taxes Versus Money Market Funds
For a high earner sitting on idle cash, the choice between a money market fund and a
Cash Is King, A Quick Look At 3 Cash ETFs For 2026
Inflation is increasing once more. Rates could follow. Cash would perform quite well during a rising rates scenario, seeing higher yields, and minimal price movements or losses. I'll be giving a quick rundown on three strong cash ETFs in this article.
Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.18% from its 52-week low price of $111.78/share.
Gift BOXX Under The Tree Brings Holiday Cheers And No Tax Fears
Alpha Architect 1-3 Month Box ETF earns a Buy rating for its innovative, tax-efficient approach to short-term interest rate exposure. BOXX uses box spreads with European-style SPX options to synthetically replicate T-bill returns, offering NAV appreciation instead of taxable interest. The fund's standout advantage is superior tax treatment, deferring gains and potentially qualifying for capital gains rates versus ordinary income.
