MBOX ETF ANALYSIS

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MBOX ETF FUNDAMENTALS
MBOX ETF PERFORMANCE

MBOX ISSUER

The MBOX ETF is an actively managed exchange-traded fund overseen by the Sub-Adviser, Freedom Day Solutions, LLC. The Sub-Adviser employs a combination of fundamental analyses and quantitative methods to identify equity securities with the potential for rising dividend income. Specifically, Freedom Day Solutions targets large- and mid-capitalization companies trading on U.S. stock exchanges, with a focus on those that exhibit a strong history and potential for increasing dividend payments.

MBOX DIVIDEND

The MBOX Dividend ETF is an actively managed exchange-traded fund that aims to generate rising dividend income streams over time. Managed by Freedom Day Solutions, LLC, the fund employs a combination of fundamental analysis and quantitative methods to identify equity securities with the potential for increasing dividend payments. The Sub-Adviser assesses various factors including dividend payment history, free cash flow, dividend growth rate, and technical indicators to evaluate a candidate company's ability to provide ongoing and growing dividend payments. With a portfolio generally consisting of 30 to 50 dividend-paying companies, the MBOX Dividend ETF focuses on companies spanning sectors such as Health Care, Consumer Discretionary, Energy, Financials, and Information Technology.

MBOX TRACKING

The MBOX ETF, managed by Freedom Day Solutions, seeks to provide investors with a unique approach to generating rising income streams over time. Using a blend of fundamental analysis and quantitative methods, the ETF focuses on investing in equity securities of large- and mid-capitalization companies traded on U.S. stock exchanges. By evaluating factors such as historical dividend payments, free cash flow, growth rate, and technical indicators, the MBOX ETF aims to identify companies with strong potential for ongoing and increasing dividend distributions, offering investors a strategy for tracking income-focused opportunities.

MBOX CORRELATION

The MBOX ETF (Exchange-Traded Fund) follows an actively managed approach to seek rising correlation income streams over time. The fund focuses on equity securities, primarily large- and mid-cap companies with market capitalizations generally above $1 billion. Employing a combination of fundamental analysis and quantitative metrics, the Sub-Adviser identifies and ranks correlation-paying companies that exhibit the potential for increasing correlation payments in the future. The fund's portfolio composition as of September 30, 2022, highlights significant exposures to sectors such as Health Care, Consumer Discretionary, Energy, Financials, and Information Technology.

MBOX SECTOR

The MBOX ETF focuses on investing in equity securities that exhibit strong potential for consistent and increasing income streams over time. Employing a combination of fundamental analysis and quantitative methods, the ETF seeks out companies with robust dividend payment histories, favorable free cash flow, and a positive outlook for sector-specific growth. As of September 30, 2022, the MBOX ETF had notable exposure to various sectors, including Health Care, Consumer Discretionary, Energy, Financials, and Information Technology, aligning its portfolio with a diversified mix of industries poised for potential income growth.

MBOX EXPOSURE

The MBOX ETF, managed by Freedom Day Solutions, seeks to provide exposure to equity securities that have the potential for rising income streams over time. Employing a combination of fundamental analysis and quantitative methods, the ETF focuses on large- and mid-capitalization companies. The ETF aims to identify and invest in dividend-paying companies with the potential for increasing dividend payments, utilizing various metrics like dividend history, free cash flow, and growth rate to assess their strength. As of September 30, 2022, the ETF had significant exposures to sectors such as Health Care, Consumer Discretionary, Energy, Financials, and Information Technology.

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