MADFX Matrix Advisors Dividend Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Procter & Gamble Company (NYSE:PG), Morgan Stanley (NYSE:MS), Amgen (NASDAQ:AMGN), PepsiCo (NASDAQ:PEP), Lockheed Martin Corp (NYSE:LMT), Medtronic plc (NYSE:MDT), Starbucks Corp (NASDAQ:SBUX), US Bancorp (NYSE:USB), PNC Financial Services Group (NYSE:PNC).

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.

The average market capitalization across the Matrix Advisors Dividend MF is 446.31B. The market cap for tickers in the group ranges from 97.44B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is PNC at 97.44B.

The average weekly volume growth across all stocks in the Matrix Advisors Dividend MF was 5%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was -42%