MBOX
Freedom Day Dividend ETF
📎 Investment Objective
The Freedom Day Dividend ETF (MBOX) seeks to provide exposure to a portfolio of dividend-paying stocks that may benefit from increased consumer spending around major U.S. holidays and events.
Overview
ETF tracking Freedom Day Dividend ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Freedom Day Dividend ETF (MBOX) seeks to provide exposure to a portfolio of dividend-paying stocks that may benefit from increased consumer spending around major U.S. holidays and events.
🎯 Investment Strategy
The fund tracks an index that selects companies expected to see increased sales and earnings around key U.S. holidays and events. The portfolio is weighted towards consumer discretionary, consumer staples, and retail sectors.
✨ Key Features
- Focuses on companies that may benefit from increased consumer spending around major U.S. holidays and events
- Diversified portfolio of dividend-paying stocks across consumer-oriented sectors
- Low expense ratio of 0.00%
- Limited performance history as the fund is relatively new
⚠️ Primary Risks
- Concentration risk as the fund is focused on consumer-oriented sectors
- Dividend payment is not guaranteed and may be reduced or suspended
- Potential volatility due to the fund's thematic investment approach
- Limited liquidity and trading volume compared to larger, more established ETFs
👤 Best For
The Freedom Day Dividend ETF may be suitable for investors seeking exposure to a portfolio of dividend-paying stocks that could potentially benefit from increased consumer spending around major U.S. holidays and events. However, the fund's limited performance history and thematic investment approach make it more suitable for investors with a higher risk tolerance and a longer investment horizon.