- What does BOXA invest in?
- The fund is an actively managed exchange-traded fund (“ETF”) that seeks to generate a total return in excess of the Solactive U.S. Aggregate Bond Index (the “Benchmark”). To accomplish the fund’s investment objective, the fund invests in options on either ETFs or indexes which are expected to provide performance that approximates that of the benchmark. The fund is non-diversified.
- What is the expense ratio of BOXA?
- EA Series Trust- Alpha Architect Aggregate Bond ETF (BOXA) charges an expense ratio of 0.23%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BOXA?
- EA Series Trust- Alpha Architect Aggregate Bond ETF (BOXA) manages $17.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BOXA actively managed or an index fund?
- BOXA is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BOXA's is 0.23%) in exchange for the discretion to over- or under-weight positions.
- When was BOXA launched?
- EA Series Trust- Alpha Architect Aggregate Bond ETF (BOXA) launched in December 2024 and is managed by Alpha Architect.
- How has BOXA performed?
- BOXA's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
