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Matrix Advisors Value MAVFX

Quantitative rating as of | See Matrix Asset Advisors Investment Hub
  • NAV / 1-Day Return 78.99  /  2.09 %
  • Total Assets 56.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • 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 0.83%
  • Turnover 23%

Morningstar’s Analysis MAVFX

Will MAVFX outperform in future?

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

Summary

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Matrix Advisors Value's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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