MBOXFreedom Day Dividend ETF
MBOX Fund Description
MBOX is an actively managed fund that seeks dividend growth by selecting US-listed companies the advisor believes to have the greatest potential to provide rising dividends over time.
MBOX Factset Analytics Insight
MBOX actively selects dividend-paying companies that the fund advisor believes to be dividend-growers, as determined by a combination of fundamental analysis and quantitative metrics. Starting with the large- and midcap segments of the US equity market, the advisor first measures each security’s intrinsic value based on various fundamentals: price multiples, earnings ratios, and other measures of value relative to the price of the security. Eligible securities are then screened to identify those that have potential for increasing dividend payments over time using quantitative metrics: short- and long-term dividend payment history, free cash flow, dividend growth rate, and other technical factors. Securities are scored based on these processes and the highest ranking stocks are selected for inclusion. The fund will typically hold a concentrated portfolio of 30 to 50 securities which are reviewed on a monthly basis, subject to market movements and fund advisor’s discretion.
MBOX Summary Data
MBOX Portfolio Data
MBOX Index Data
MBOX Portfolio Management
MBOX Tax Exposures
MBOX Fund Structure
MBOX Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of MBOX. MBOX is rated a 5 out of 5.
MBOX Sector/Industry Breakdown
MBOX Top 10 Holdings[View All]
MBOX Economic Development
MBOX Performance Statistics
MBOX Benchmark Comparison Summary
MBOX Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.