MAVFX Rating, Research - Matrix Advisors Value

Matrix Advisors Value (mavfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 92

Threats + Weaknesses = 83

When strengths & opportunities substantially exceed threats & weaknesses an investment in the mavfx mutual fund has great long term potential.

Fund Management Team

Matrix Funds

Fund Description Update

Matrix Advisors Value (MAVFX) Description: MAVFX is a mutual fund, which is an investment that owns a basket of assets. The MAVFX mutual fund was provided by Matrix and this investment vehicle derives the majority of its value from equity holdings (stocks). Matrixs mutual fund has a long management tenure and is in the small fund size classification. MAVFXs minimum initial investment amount is $1000 while the IRA minimum is $500. MAVFXs expense ratio is roughly 1%. The latest MAVFXs front end load was 0% and the back end load was 0%. The Matrix Advisors Value (MAVFX) mutual fund falls under the large-cap mixed category. MAVFX focuses its investments in USA and MAVFX is not affiliated with a particular industry or fund sector. The Matrix Advisors Value (MAVFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find MAVFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of MAVFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks reasonable income. The fund normally invests at least 80% of assets in equity securities (see equity research). It invests approximately 50% of total assets in common stocks (see stock research), 15% in REITs and other real estate related investments, 15% in convertible securities, and 20% in preferred stocks (see stock research). The fund focuses on equity securities (see equity research) that pay current dividends and show potential for capital appreciation. It may also invest in other types of equity securities (see equity research) and debt securities of domestic and foreign issuers.

Management Analysis Update

Matrix Advisors Value's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update