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Matrix Advisors Dividend MADFX

Quantitative rating as of
  • NAV / 1-Day Return 28.50  /  0.39 %
  • Total Assets 31.9 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.10%
  • Turnover 45%

Morningstar’s Analysis MADFX

Will MADFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A strong management team and sound investment process underpin Matrix Advisors Dividend's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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