Matrix Advisors Value Fund — Contact Email, Phone & Team

Overview

Matrix Advisors Value Fund is a U.S.-based mutual fund focusing on undervalued large-cap companies. The fund employs a disciplined value-oriented investment philosophy rooted in the principles of Graham and Dodd, seeking to identify strong businesses trading at compelling prices. It invests primarily in large-cap companies, defined as those with a minimum market capitalization of $4 billion at the time of purchase, and includes both dividend and non-dividend paying common stocks. The investment strategy involves rigorous quantitative screening followed by qualitative research to assess a company's intrinsic value. The fund diversifies its portfolio across various sectors, including technology, financial services, consumer cyclical, communication services, healthcare, consumer defensive, and industrials. The portfolio typically consists of 30 to 40 holdings, with a focus on companies with strong financial positions and attractive valuations. The fund has a history of low portfolio turnover, which may lead to lower transaction costs and potentially improve performance.

Portfolio Companies

AppleMicrosoftAmazonAlphabetJPMorgan ChaseQualcommMeta PlatformsMorgan StanleyGoldman SachsGenerac Holdings

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Frequently asked questions about Matrix Advisors Value Fund

What sectors does Matrix Advisors Value Fund invest in?

Matrix Advisors Value Fund invests in Financial Services, Technology, Healthcare, Industrials, Communication Services and Consumer Defensive, and is based in New York, United States. Matrix Advisors Value Fund is listed as a mutual fund in the ConnectSafely investor database.