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 1.2T. 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 -2%. For the same stocks of the MF, the average monthly volume growth was 33% and the average quarterly volume growth was -1%
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: 55
Price Growth Rating: 42
SMR Rating: 21
Profit Risk Rating: 25
Seasonality Score: -51 (-100 ... +100)