About The Fund Manager
Investing with a Value Mindset Since 1986
About the Fund’s Advisor
Matrix Asset Advisors has been managing stock porfolios since 1986 for a diverse clientele. We have moved from our initial focus on separately managed accounts to manage the Matrix Advisors Dividend Fund as well as institutional sub-advisory mandates and a Dividend Income separate account strategy.
While we have grown as an organization, especially in the amount of assets under our management, the principals continue to be involved directly in the management of client accounts and in communicating with our clients.
We invite you to learn more about the Matrix Advisors Dividend Fund which seeks to combine the rigor and discipline of classic value investing with the recognition that value potentially can be found in all sectors of the economy, including sectors not traditionally thought of as value-oriented.
We believe our Fund combines many of the hallmarks of a desirable mutual fund:
- We strive for a consistent and repeatable investment methodology
- Continuity of management since the Fund’s inception in 1996
- A diversified, yet actively managed Fund of highly manageable size
- Shareholder-oriented Fund governance
We especially invite you to learn more about Matrix Asset Advisors, the Fund’s Advisor. You will be able to see how we report to our shareholders, and view the recent holdings of the Fund.
Finally, you will be guided to receive additional information, including what we believe are the relevant materials needed to make an investment.
Thank you for your interest and enjoy your time on our site
Get In Touch Today
10 Bank Street, Suite 590
White Plains, New York 10606
Matrix Advisors Dividend Fund is distributed by Quasar Distributors, LLC. Mutual Fund investing involves risk. Principal loss is possible. The stock of value companies can continue to be undervalued for long periods of time and not realize its expected value. The value of the Fund may decrease in response to the activities and financial prospects of an individual company. Diversification does not assure a profit or protect against a loss in a declining market. Matrix Advisors Dividend Fund is available to U.S. investors only. Shares of the Fund are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website should not be considered a solicitation to buy or an offer to sell shares of Matrix Advisors Dividend Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction. Click here to review the prospectus.