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MADFX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$32.15
Change
-$0.91 (-2.75%)
Net Assets
50.2M

MADFX Matrix Advisors Dividend Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Home Depot (NYSE:HD), Texas Instruments (NASDAQ:TXN), Comcast Corp (NASDAQ:CMCSA), Medtronic plc (NYSE:MDT), US Bancorp (NYSE:USB), PNC Financial Services Group (NYSE:PNC), Bank of New York Mellon Corp (NYSE:BK).

Industry description

The investment seeks current income and capital appreciation. The fund invests primarily in dividend-paying common stocks or depositary receipts representing common stocks of U.S. companies and U.S.-listed international companies in developed markets that the advisor believes pay high and sustainable dividends, are financially strong, and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying stocks. The fund invests primarily in large capitalization companies.

Market Cap

The average market capitalization across the Matrix Advisors Dividend MF is 478.38B. The market cap for tickers in the group ranges from 42.88B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BK at 42.88B.

Volume

The average weekly volume growth across all stocks in the Matrix Advisors Dividend MF was -6%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was 4%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 60
P/E Growth Rating: 40
Price Growth Rating: 41
SMR Rating: 35
Profit Risk Rating: 46
Seasonality Score: 36 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Matrix Advisors Funds Trust747 Third Avenue, 31st FloorNew York
Phone
N/A
Web
N/A
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MADFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, MADFX has been closely correlated with VVIAX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if MADFX jumps, then VVIAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MADFX
1D Price
Change %
MADFX100%
-0.30%
VVIAX - MADFX
91%
Closely correlated
-0.60%
VIVIX - MADFX
91%
Closely correlated
-0.62%
VIVAX - MADFX
91%
Closely correlated
-0.62%
DOXGX - MADFX
89%
Closely correlated
-0.67%
RMFEX - MADFX
88%
Closely correlated
-5.03%
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