MAVF
Matrix Advisors Value ETF
📎 Investment Objective
The Matrix Advisors Value ETF (MAVF) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued stocks that exhibit strong fundamentals.
Overview
ETF tracking Matrix Advisors Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Matrix Advisors Value ETF (MAVF) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued stocks that exhibit strong fundamentals.
🎯 Investment Strategy
The fund uses a value-oriented investment approach, focusing on companies that the portfolio managers believe are trading at a discount to their intrinsic value. The managers employ fundamental analysis to identify potential investment opportunities across a range of sectors.
✨ Key Features
- Actively managed portfolio of value-oriented stocks
- Emphasis on companies with strong balance sheets and cash flows
- Diversified across sectors to manage risk
- No expense ratio charged to investors
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in individual equity securities
- Sector concentration risk: The fund may have significant exposure to certain sectors, which could increase volatility
- Liquidity risk: Some of the fund's holdings may be difficult to sell at the desired time and price
👤 Best For
The Matrix Advisors Value ETF may be suitable for long-term investors seeking exposure to a portfolio of undervalued stocks with the potential for capital appreciation. This fund may be appropriate for investors with a moderate to high-risk tolerance who are willing to hold the investment for an extended period.