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Upturn AI SWOT - About
Freedom Day Dividend ETF (MBOX)
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Upturn Advisory Summary
08/14/2025: MBOX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 16.26% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
The Freedom Day Dividend ETF is a dividend-focused ETF that aims to provide investors with a consistent stream of income through investments in dividend-paying companies. Its asset allocation is primarily in equities, with a focus on companies with a history of dividend payments. The investment strategy focuses on selecting companies with stable financial health and strong dividend yields.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is not available as Freedom Day Dividend ETF is only a hypothetical ETF.
Management Expertise
Information regarding the management's expertise is not available as Freedom Day Dividend ETF is only a hypothetical ETF.
Investment Objective
Goal
To provide investors with a consistent stream of income through investments in dividend-paying companies.
Investment Approach and Strategy
Strategy: The ETF aims to identify and invest in companies with a strong track record of paying dividends and the potential for future dividend growth.
Composition The ETF primarily holds stocks of dividend-paying companies across various sectors.
Market Position
Market Share: Information is unavailable as Freedom Day Dividend ETF is only a hypothetical ETF.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SCHD
- DVY
- VYM
Competitive Landscape
The dividend ETF market is highly competitive. Freedom Day Dividend ETF differentiates itself through its specific screening criteria for dividend-paying companies. Its competitive advantages include a unique investment approach and possibly a lower expense ratio. Disadvantages include potential higher risk due to concentrated holdings and reliance on dividend income.
Financial Performance
Historical Performance: Historical financial performance data is not available as Freedom Day Dividend ETF is only a hypothetical ETF.
Benchmark Comparison: Benchmark comparison data is not available as Freedom Day Dividend ETF is only a hypothetical ETF.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
Average trading volume data is unavailable as Freedom Day Dividend ETF is only a hypothetical ETF.
Bid-Ask Spread
Bid-ask spread data is unavailable as Freedom Day Dividend ETF is only a hypothetical ETF.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth can influence the performance of dividend-paying stocks. Sector growth prospects and overall market sentiment also play a significant role in the ETF's performance.
Growth Trajectory
Growth trends depend on the ETF's investment strategy and holdings. Changes to strategy and holdings depend on prevailing market conditions and the fund manager's decisions.
Moat and Competitive Advantages
Competitive Edge
Freedom Day Dividend ETF may possess a competitive edge through its proprietary screening process for identifying high-quality dividend stocks. A unique investment approach can help the ETF stand out from its competitors. Lower expense ratios can attract cost-conscious investors, and strong risk-adjusted returns enhance its appeal. These advantages combined contribute to the ETF's potential success in the dividend ETF market.
Risk Analysis
Volatility
Historical volatility data is not available as Freedom Day Dividend ETF is only a hypothetical ETF.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices and changes in interest rates, especially if it holds dividend-paying stocks from interest-rate-sensitive sectors. Specific risks associated with the ETF's underlying assets include sector-specific risks and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor for Freedom Day Dividend ETF is a risk-averse individual seeking a steady stream of income, such as retirees or those approaching retirement.
Market Risk
This ETF is best suited for long-term investors who prioritize income and capital preservation. It is suitable for passive investors, but active traders might find it less appealing due to its dividend focus.
Summary
The Freedom Day Dividend ETF is designed to provide a consistent income stream through investments in dividend-paying companies. It focuses on identifying companies with a history of dividend payments and strong financial health. The ETF is suitable for risk-averse investors seeking long-term income and capital appreciation. Its success depends on its ability to effectively screen and select high-quality dividend stocks while managing expenses. Hypothetically, it could be a strong option for investors prioritizing income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general knowledge of ETF investing.
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. The Freedom Day Dividend ETF is a hypothetical fund, and the data provided is based on assumptions and general knowledge of the ETF market. Past performance is not indicative of future results. Investments in ETFs involve risk, including the potential loss of principal.
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.