Morningstar

Alpha Architect Aggregate Bond ETF BOXA

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

Morningstar’s Analysis BOXA

Will BOXA outperform in the 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 BOXA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BOXA 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 BOXA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alpha Architect Aggregate Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BOXA

More BOXA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 199.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Agg 03/19/2027 25.01 C

144.96 23M
—

Option On State Street® Spdr® S&P 500® Etf Dec26

58.87 9M
—

Option On State Street® Spdr® S&P 500® Etf Dec26

4.84 752,379
—

SPX US 12/18/26 C7000

3.06 475,645
—

SPX US 12/18/26 P8000

1.26 196,646
—

First American Government Obligs X

0.39 60,795
Cash and Equivalents

OTHER ASSETS AND LIABILITIES

0.05 7,024
—

Option On Invesco Qqq Trust Dec26

0.00 11
—

Option On Invesco Qqq Trust Dec26

0.00 11
—

Option On State Street® Spdr® S&P 500® Etf Dec26

−0.00 −36
—

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