Matrix Advisors Value Fund Filter Stocks by Fundamentals
| MAVFX Fund | USD 108.22 0.05 0.05% |
Matrix Advisors Value fundamentals help investors to digest information that contributes to Matrix Advisors' financial success or failures. It also enables traders to predict the movement of Matrix Mutual Fund. The fundamental analysis module provides a way to measure Matrix Advisors' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Matrix Advisors mutual fund.
Matrix |
Did you try this?
Run Bond Analysis Now
Bond AnalysisEvaluate and analyze corporate bonds as a potential investment for your portfolios. |
| All Next | Launch Module |
Fund Asset Allocation for Matrix Advisors
The fund invests 99.9% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.1%) .Asset allocation divides Matrix Advisors' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Matrix Fundamentals
| Price To Earning | 15.80 X | ||||
| Price To Book | 2.05 X | ||||
| Price To Sales | 1.93 X | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 26.95 % | ||||
| One Year Return | 34.83 % | ||||
| Three Year Return | 9.11 % | ||||
| Five Year Return | 13.79 % | ||||
| Ten Year Return | 8.01 % | ||||
| Net Asset | 56.91 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 1.49 | ||||
| Cash Position Weight | 0.10 % | ||||
| Equity Positions Weight | 99.90 % |
About Matrix Advisors Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Matrix Advisors Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Matrix Advisors using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Matrix Advisors Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Matrix Mutual Fund
Matrix Advisors financial ratios help investors to determine whether Matrix Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matrix with respect to the benefits of owning Matrix Advisors security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |