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Upturn AI Summary
Freedom Day Dividend ETF(MBOX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MBOX
10/28/2026: MBOX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Freedom Day Dividend ETF (MBOX) provides active exposure to a concentrated portfolio of U.S. companies chosen for their strong cash flows and sustainable dividend policies. Its primary strength lies in its active management, which aims to identify high-quality firms while avoiding dividend traps often found in passive indices. MBOX serves as a tactical or core income component for investors looking to complement their portfolios with a focus on dividend growth. Key risks include its concentrated nature and the potential performance impact of interest-rate shifts, which can affect dividend stock valuations. It is best suited for investors with a long-term horizon who prioritize fundamental quality and income stability over broad market tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While not a pure growth fund, MBOX offers exposure to companies with potential for dividend growth and capital appreciation. |
| Momentum investor | Weak fit | MBOX is a fundamental, value-leaning fund that does not prioritize short-term price momentum. |
| Value investor | Strong fit | The fund's focus on cash flow and dividend sustainability aligns well with value-oriented investment principles. |
| Dividend/Income investor | Strong fit | The fund's core objective of generating sustainable dividend income makes it highly suitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | While quality stocks often lower volatility, the concentrated nature of the portfolio may lead to higher idiosyncratic risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant seeking sustainable income and capital growth, who values active stock selection over passive market replication.
Suitability
MBOX is best suited for long-term investors aiming to build a core dividend-growth position, rather than short-term active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-focused fund, MBOX is subject to standard market price fluctuations. |
| Market risk | Medium / high | The portfolio remains fully exposed to general equity market movements and economic cycles. |
| Concentration | Medium / high | The fund holds a concentrated portfolio, which can lead to larger impacts from individual stock performance. |
| Tracking/expense | Medium | Active management costs and tracking differences versus broad benchmarks can affect net returns. |
| Liquidity | Low | The underlying assets are typically highly liquid large-to-mid-cap stocks, mitigating liquidity concerns. |
| Business/sector quality | Low | The strategy's focus on high-quality businesses inherently reduces exposure to weaker, low-quality firms. |
Risk Analysis
Volatility
MBOX exhibits moderate historical volatility typical of a portfolio concentrated in high-quality, dividend-paying equities.
Market Risk
The fund is primarily exposed to systematic equity risk, specifically within sectors favored by dividend growth strategies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 70 | Large-cap stocks provide the foundation of stable cash flows and dividend capacity for the portfolio. |
| Market capitalization | Mid-Cap U.S. Equities | 25 | Mid-cap companies offer higher potential for dividend growth and capital appreciation compared to their larger peers. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash reserves are maintained for liquidity and to facilitate tactical rebalancing of the portfolio. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.8% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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