Skip to Content
Morningstar

Alpha Architect 1-3 Month Box ETF BOXX

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis BOXX

Will BOXX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BOXX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOXX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BOXX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Alpha Architect 1-3 Month Box ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BOXX

More BOXX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 199.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Option On Spdr® S&P 500 Etf Trust Jun24

125.54 3.5 Bil
—

Option On Spdr® S&P 500 Etf Trust Jul24

62.43 1.7 Bil
—

Option On Spdr® S&P 500 Etf Trust Jun24

6.42 178.5 Mil
—

Option On Spdr® S&P 500 Etf Trust Jul24

3.37 93.6 Mil
—

Option On Spdr® S&P 500 Etf Trust Jun24

0.80 22.2 Mil
—

Option On Spdr® S&P 500 Etf Trust Jun24

0.76 21.0 Mil
—

Option on S&P 500 PR

0.12 3.4 Mil
—

First American Government Obligs X

0.01 215,356
Cash and Equivalents

Option on S&P 500 PR

0.00 133,523
—

Option on S&P 500 PR

0.00 −25,396
—