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Matrix Advisors Value ETF (MAVF)

Large Value · Matrix Asset Advisors Inc · NYSE

Large ValueETF
Matrix Advisors Value ETF (MAVF) is an exchange-traded fund in the Large Value category. It has $90.58M in assets, an expense ratio of 0.75% and a 0.23% dividend yield. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in U.S. companies that satisfy Matrix Asset Advisors, Inc.’s (“Matrix” or the “Sub-Adviser”) definition of value. The fund is non-diversified.
Assets under management$90.58M
Expense ratio0.75%
CategoryLarge Value
Dividend yield0.23%
NAV$137.62
Fund familyMatrix Asset Advisors Inc
ExchangeNYSE

Top holdings

The largest positions Matrix Advisors Value ETF reports, by weight.

HoldingNameWeight
GOOG Alphabet Inc Class C 7.80%
MSFT Microsoft Corp 6.34%
AAPL Apple Inc 6.26%
GNRC Generac Holdings Inc 5.76%
AMZN Amazon.com Inc 5.17%
AMAT Applied Materials Inc 4.53%
META Meta Platforms Inc Class A 4.20%
PNC PNC Financial Services Group Inc 3.89%
JPM JPMorgan Chase & Co 3.75%
WFC Wells Fargo & Co 3.49%

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