Morningstar

Matrix Advisors Value ETF MAVF

Morningstar Medalist Rating
Medalist Rating as of | See Matrix Asset Advisors Investment Hub

Morningstar’s Analysis MAVF

Will MAVF outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAVF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAVF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MAVF’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Matrix Advisors Value ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MAVF

More MAVF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.66 8M
Technology

Alphabet Inc Class C

7.93 7M
Communication Services

Apple Inc

7.18 7M
Technology

Amazon.com Inc

6.45 6M
Consumer Cyclical

Meta Platforms Inc Class A

5.62 5M
Communication Services

Generac Holdings Inc

4.63 4M
Industrials

Qualcomm Inc

3.79 4M
Technology

TE Connectivity PLC Registered Shares

3.70 3M
Technology

Lowe's Companies Inc

3.62 3M
Consumer Cyclical

Medtronic PLC

3.54 3M
Healthcare

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