Matrix Advisors Financials
| MAVFX Fund | USD 108.44 0.34 0.31% |
Matrix |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Matrix Advisors Fund Summary
Matrix Advisors competes with Madison Investors, Sound Shore, Fam Value, and The Jensen. The fund invests primarily in both dividend and non-dividend paying common stocks of U.S. companies that the advisor believes are financially strong and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests primarily in large capitalization companies, which the advisor defines as companies with minimum market capitalizations of 2 billion at the time of purchase.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Matrix Advisors Value |
| Mutual Fund Family | Matrix/LMH |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 866 209 1965 |
| Currency | USD - US Dollar |
Matrix Advisors Key Financial Ratios
Matrix Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Matrix Advisors's current stock value. Our valuation model uses many indicators to compare Matrix Advisors value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Matrix Advisors competition to find correlations between indicators driving Matrix Advisors's intrinsic value. More Info.Matrix Advisors Value is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Matrix Advisors Value is roughly 7.71 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Matrix Advisors' earnings, one of the primary drivers of an investment's value.Matrix Advisors Value Systematic Risk
Matrix Advisors' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Matrix Advisors volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Matrix Advisors Value correlated with the market. If Beta is less than 0 Matrix Advisors generally moves in the opposite direction as compared to the market. If Matrix Advisors Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Matrix Advisors Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Matrix Advisors is generally in the same direction as the market. If Beta > 1 Matrix Advisors moves generally in the same direction as, but more than the movement of the benchmark.
Matrix Advisors November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Matrix Advisors help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Matrix Advisors Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Matrix Advisors Value based on widely used predictive technical indicators. In general, we focus on analyzing Matrix Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Matrix Advisors's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7876 | |||
| Information Ratio | 0.0092 | |||
| Maximum Drawdown | 5.08 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.17 |
Other Information on Investing in Matrix Mutual Fund
Matrix Advisors financial ratios help investors to determine whether Matrix Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matrix with respect to the benefits of owning Matrix Advisors security.
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