EA Series Trust - Matrix Advisors Value ETF (MAVFX) Research
This fund primarily allocates its investments to common equity shares of American corporations, encompassing both those that issue dividends and those that do not. These selections are made based on the advisor's conviction regarding their robust financial standing and their satisfaction of particular valuation benchmarks, all within a value investing framework that draws upon Classic Valuation Analysis. A substantial portion of the portfolio is allocated to large-capitalization enterprises, specifically defined by the advisor as companies boasting a market value of at least $2 billion at the moment of acquisition.
Market snapshot
- Symbol
- MAVFX
- Price
- $102.64
- Day change
- -1.62%
- Market cap
- $74.3M
- 52-week range
- 89.08-108.83
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Angel Oak Dynamic Financial Strategies Income Term Trust (DYFN)
- Eaton Vance New York Municipal Income Trust (EVY)
- First Trust/Abrdn Global Opportunity Income Fund (FAM)
- FormulaFolios US Equity Fund Investor Class (FFIOX)
- Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund (MFD)
- Manning & Napier Target 2025 Series Class I (MTOAX)
- Nuveen Equity Market Neutral Fund Class I (NIMEX)
- Nuveen Equity Market Neutral Fund Class A (NMAEX)
Open EA Series Trust - Matrix Advisors Value ETF (MAVFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.