MENU
MAVFX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

MAVFX price forecast, quote, news & analysis

Category: @Large Value
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), QUALCOMM (NASDAQ:QCOM), Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), PayPal Holdings (NASDAQ:PYPL).

Industry description

The investment seeks to achieve a total rate of return which is comprised of capital appreciation and current income. 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.

Market Cap

The average market capitalization across the Matrix Advisors Value MF is 1.22T. The market cap for tickers in the group ranges from 71.8B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is PYPL at 71.8B.

Volume

The average weekly volume growth across all stocks in the Matrix Advisors Value MF was 67%. For the same stocks of the MF, the average monthly volume growth was 101% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

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

Valuation Rating: 76
P/E Growth Rating: 57
Price Growth Rating: 32
SMR Rating: 21
Profit Risk Rating: 24
Seasonality Score: 23 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Matrix Advisors Value Fund Inc747 3rd St.New York
Phone
800-366-6223
Web
www.matrixadvisorsvaluefund.com