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Freedom Day Dividend ETF (MBOX)

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Upturn Advisory Summary
10/24/2025: MBOX (1-star) is a SELL. SELL since 2 days. Simulated Profits (7.26%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 12.41% | Avg. Invested days 55 | Today’s Advisory SELL |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.85 | 52 Weeks Range 28.90 - 35.00 | Updated Date 06/29/2025 |
52 Weeks Range 28.90 - 35.00 | Updated Date 06/29/2025 |
Upturn AI SWOT
Freedom Day Dividend ETF
ETF Overview
Overview
This query lacks specific information to analyze a hypothetical 'Freedom Day Dividend ETF'. The response provides a template based on the provided schema and general information. Without a ticker symbol or fund details, I cannot provide specifics regarding its holdings, strategy, or performance.
Reputation and Reliability
Issuer details are unavailable without a specific ticker symbol.
Management Expertise
Management expertise information is unavailable without a specific ticker symbol.
Investment Objective
Goal
Without specific details, it is assumed the ETF aims to provide dividend income and capital appreciation, potentially focusing on companies that align with a 'freedom' theme, although such a theme is speculative.
Investment Approach and Strategy
Strategy: Unable to specify the strategy without ETF details. Could be index-tracking, active management, or factor-based.
Composition The composition is unknown without a specific ETF. It could hold dividend-paying stocks, bonds, or a mix.
Market Position
Market Share: Market share is unavailable without a specific ticker symbol and competitive analysis.
Total Net Assets (AUM): AUM is unavailable without a specific ticker symbol.
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
- SPDR S&P Dividend ETF (SDY)
Competitive Landscape
The dividend ETF market is competitive. Advantages could stem from a unique investment focus, lower expense ratios, or superior performance. Without specific data, Freedom Day Dividend ETF's competitive positioning cannot be determined.
Financial Performance
Historical Performance: Historical performance data is unavailable without a specific ticker symbol.
Benchmark Comparison: Benchmark comparison is unavailable without a specific ticker symbol.
Expense Ratio: Expense ratio is unavailable without a specific ticker symbol.
Liquidity
Average Trading Volume
Average trading volume is unavailable without a specific ticker symbol.
Bid-Ask Spread
Bid-ask spread information is unavailable without a specific ticker symbol.
Market Dynamics
Market Environment Factors
Market environment factors depend on the ETF's holdings and sector exposure. Economic indicators, interest rates, and dividend yields will influence performance.
Growth Trajectory
Growth trajectory cannot be determined without specific ETF details.
Moat and Competitive Advantages
Competitive Edge
Without specific information, the fund's competitive edge is purely speculative. It could potentially have a unique investment strategy focused on particular sectors, a superior management team with a track record of dividend performance, or a niche market focus within the dividend-paying universe. The ETF may leverage a proprietary selection process or weighting methodology, resulting in potentially higher risk-adjusted returns than its peers. However, all of these possibilities are merely hypothetical without the necessary fund-specific data.
Risk Analysis
Volatility
Volatility is unavailable without a specific ticker symbol.
Market Risk
Market risk is associated with the underlying assets. Dividend-paying stocks are subject to market fluctuations, sector-specific risks, and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor would likely be a long-term investor seeking dividend income and potential capital appreciation. It may appeal to investors interested in socially responsible investing if it aligns with the 'freedom' theme.
Market Risk
Suitability depends on the ETF's risk profile and investment objectives. It may be suitable for long-term investors seeking income.
Summary
Without specific details about the Freedom Day Dividend ETF, it is impossible to provide a meaningful summary. Generally, dividend ETFs offer a stream of income and potential capital appreciation. Investment decisions should align with individual financial goals, risk tolerance, and a thorough understanding of the ETF's holdings and strategy. This is only a template based on the given requirements.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General ETF knowledge
- Publicly available information on dividend ETFs.
Disclaimers:
The information provided is based on general ETF knowledge and assumptions. It is not financial advice and should not be considered a recommendation to invest in any specific ETF. A real ETF 'Freedom Day Dividend ETF' needs to exist for concrete data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Freedom Day Dividend ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
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