Matrix Advisors Value Fund Quote
| MAVFX Fund | USD 108.10 0.03 0.03% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Matrix Advisors is trading at 108.10 as of the 28th of November 2024; that is 0.03% down since the beginning of the trading day. The fund's open price was 108.13. Matrix Advisors has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Matrix Advisors Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
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. More on Matrix Advisors Value
Moving together with MATRIX Mutual Fund
MATRIX Mutual Fund Highlights
| Fund Concentration | Matrix/LMH Funds, Large Value Funds, Large Value, Matrix/LMH, Large Value, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Matrix Advisors Value [MAVFX] is traded in USA and was established 28th of November 2024. Matrix Advisors is listed under Matrix/LMH category by Fama And French industry classification. The fund is listed under Large Value category and is part of Matrix/LMH family. This fund now has accumulated 56.91 M in assets with minimum initial investment of 1 K. Matrix Advisors Value is currently producing year-to-date (YTD) return of 24.8% with the current yeild of 0.01%, while the total return for the last 3 years was 7.92%.
Check Matrix Advisors Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MATRIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MATRIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Matrix Advisors Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Matrix Advisors Value Mutual Fund Constituents
| OXY | Occidental Petroleum | Stock | Energy | |
| K | Kellanova | Stock | Consumer Staples | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| TEL | TE Connectivity | Stock | Information Technology | |
| STT | State Street Corp | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MS | Morgan Stanley | Stock | Financials |
Matrix Advisors Value Risk Profiles
| Mean Deviation | 0.6097 | |||
| Semi Deviation | 0.5889 | |||
| Standard Deviation | 0.8785 | |||
| Variance | 0.7717 |
Matrix Advisors Against Markets
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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |