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Matrix Advisors Dividend (MADFX)

30.49
-1.62
(-5.05%)
At close: April 4 at 8:01:28 PM EDT
Loading Chart for MADFX
  • Previous Close 32.11
  • YTD Return 3.42%
  • Expense Ratio 0.90%
  • Category Large Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 50.62M
  • Beta (5Y Monthly) 0.79
  • Yield 2.00%
  • 5y Average Return --
  • Holdings Turnover 25.00%
  • Last Dividend 0.15
  • Inception Date Oct 13, 2016

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.

Matrix Advisors Funds Trust

Fund Family

Large Value

Fund Category

50.62M

Net Assets

2016-10-13

Inception Date

Performance Overview: MADFX

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Trailing returns as of 4/3/2025. Category is Large Value.

YTD Return

MADFX
3.42%
Category
4.44%
 

1-Year Return

MADFX
11.96%
Category
14.37%
 

3-Year Return

MADFX
7.66%
Category
6.04%
 

5-Year Return

MADFX
14.61%
Category
9.20%
 

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Holdings: MADFX

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Sector Weightings

SectorMADFX
Technology   19.29%
Healthcare   17.10%
Utilities   10.12%
Industrials   7.16%
Real Estate   0.00%
Energy   0.00%

Recent News: MADFX

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Research Reports: MADFX

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