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Matrix Advisors Value MAVFX Fund Analysis

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

Morningstar’s Analysis MAVFX

Will MAVFX outperform in future?

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

A strong management team and sound investment process underpin Matrix Advisors Value's Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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