Freedom Day Dividend Etf Profile

MBOX Etf  USD 34.20  0.24  0.71%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 9

 
High
 
Low
Low
Freedom Day is trading at 34.20 as of the 21st of November 2024; that is 0.71 percent increase since the beginning of the trading day. The etf's open price was 33.96. Freedom Day has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Freedom Day Dividend are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
The fund is an actively-managed exchange-traded fund that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser believes have the potential to provide rising dividend income streams to the fund over time. Freedom Day is traded on NYSEARCA Exchange in the United States.. More on Freedom Day Dividend

Moving together with Freedom Etf

  0.8VTV Vanguard Value IndexPairCorr
  0.77VYM Vanguard High DividendPairCorr
  0.79IWD iShares Russell 1000PairCorr
  0.79DGRO iShares Core DividendPairCorr
  0.78IVE iShares SP 500PairCorr
  0.71DVY iShares Select DividendPairCorr

Moving against Freedom Etf

  0.34HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr

Freedom Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationBroad Equity ETFs, Strategy ETFs, Large Value, Alpha Architect (View all Sectors)
IssuerAlpha Architect
Inception Date2021-05-05
Entity TypeRegulated Investment Company
Asset Under Management121.07 Million
Asset TypeEquity
CategoryBroad Equity
FocusStrategy
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorEmpowered Funds, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerRyan Krueger, Brandon Koepke
Transfer AgentU.S. Bancorp Fund Services, LLC
Fiscal Year End30-Sep
ExchangeNYSE Arca, Inc.
Number of Constituents50.0
Market MakerRBC Capital Markets
Total Expense0.39
Management Fee0.39
Country NameUSA
Returns Y T D20.0
NameFreedom Day Dividend ETF
Currency CodeUSD
Open FigiBBG010JBD1M2
In Threey Volatility15.89
1y Volatility12.45
200 Day M A32.296
50 Day M A33.8748
CodeMBOX
Updated At21st of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.48
TypeETF
Freedom Day Dividend [MBOX] is traded in USA and was established 2021-05-04. The fund is listed under Large Value category and is part of Alpha Architect family. The entity is thematically classified as Broad Equity ETFs. Freedom Day Dividend now have 42.75 M in assets. , while the total return for the last 3 years was 11.5%.
Check Freedom Day Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Freedom Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Freedom Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Freedom Day Dividend Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Freedom Day Dividend Etf Constituents

CMCSAComcast CorpStockCommunication Services
EOGEOG ResourcesStockEnergy
HDHome DepotStockConsumer Discretionary
JNJJohnson JohnsonStockHealth Care
LHXL3Harris TechnologiesStockIndustrials
LLYEli Lilly andStockHealth Care
LMTLockheed MartinStockIndustrials
PEPPepsiCoStockConsumer Staples
More Details

Freedom Day Dividend Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Freedom Day. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Freedom Day Against Markets

When determining whether Freedom Day Dividend offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Freedom Day's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Freedom Day Dividend Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Freedom Day Dividend Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Freedom Day Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of Freedom Day Dividend is measured differently than its book value, which is the value of Freedom that is recorded on the company's balance sheet. Investors also form their own opinion of Freedom Day's value that differs from its market value or its book value, called intrinsic value, which is Freedom Day's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Freedom Day's market value can be influenced by many factors that don't directly affect Freedom Day's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Freedom Day's value and its price as these two are different measures arrived at by different means. Investors typically determine if Freedom Day is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Freedom Day's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.