- What are the top holdings of MADFX?
- Matrix Advisors Dividend Fund holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does MADFX have?
- MADFX holds — positions as reported by the fund's most recent disclosure.
- What sectors does MADFX invest in?
- Matrix Advisors Dividend Fund (MADFX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is MADFX most exposed to?
- MADFX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is MADFX a US-only fund?
- The country allocation card on this page shows MADFX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does MADFX invest in?
- This fund primarily allocates capital to common stocks and depositary receipts representing dividend-paying common stocks. It targets U.S. companies and international companies listed in the U.S. that the advisor believes provide robust and consistent dividends, demonstrate sound financial health, and satisfy specific valuation benchmarks derived from value investing principles and Classic Valuation Analysis. The fund is committed to investing a minimum of 80% of its net assets, including any borrowed funds used for investment purposes, in these dividend-generating equities. A significant portion of its holdings consists of large-capitalization companies.
