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MBOX
+1.65 · +4.75%
$36.41 · NYSE ARCA

Freedom Day Dividend ETF (MBOX) ETF Analysis | Large Value

Freedom Day Solutions, LLC · USA
AUM:$133.6M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.39% — moderate cost. Consider how fees compound over long holding periods.

What is MBOX?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MBOX returned 13.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.39%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 24.9% of the ETF — exposure spread across many positions.
ETF Information
AUM$133.6M
Expense Ratio0.39%
Dividend Yield1.85%
Holdings50
Inception DateMay 2021
Domicile–
Distribution–
Index–
ProviderFreedom Day Solutions, LLC
Beta0.87
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.6%
1Y
+25.7%
3Y
+70.1%
5Y
+83.5%
OpenBook InsightIf you had invested £10,000 in MBOX 5 years ago, it would have grown to £18,347 — a gain of £8,347.

Annual Returns

Calendar year performance

MBOX delivered positive returns in 4 of the last 5 calendar years.
YearMBOX
2026 YTD+22.2%
2025+8.5%
2024+16.7%
2023+16.4%
2022-4.1%
CAGR 4yr+9.0%
4/5 positive yearsAvg return: +11.9%Worst year: -4.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
7.6%
Low
Momentum
+4.6%
30-day change
Support Level
41.74
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.