Matrix Asset Advisors Unveils New Active ETF For Value-Driven Investors

Matrix Asset Advisors just rolled out something that might catch the interest of investors looking out for a new value-focused investment. On Feb. 24, the firm launched the Matrix Advisors Value ETF MAVF, an actively managed fund.

MAVF primarily invests in large-cap U.S. stocks. The fund isn't picky about whether a stock pays dividends or not, as long as it fits its value-driven criteria. Investors should note that MAVF comes with a net expense ratio of 0.75% (75 basis points).

Matrix Asset Advisors follows what it calls "Classic Valuation Analysis" to pick stocks. This strategy is inspired by Benjamin Graham, the legendary investor often called the "father of value investing." This strategy involves evaluating companies based on several key financial metrics like earnings growth, return on equity, dividend growth and book value.

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MAVF takes a long-term perspective when assessing value. It compares a company's valuation against historical levels from the past six to 10 years and then looks ahead at projections for the next two years.

The fund doesn't hold onto stocks forever and sells either when the stock reaches its estimated intrinsic value – a fundamental change pushes it outside MAVF's valuation criteria – or a better investment opportunity comes along.

With market uncertainty continuing to loom, some investors may prefer active management over passive strategies. This is evident from current trends which show that market share of active ETFs are increasing. EY reported that active ETFs now account for 8% of U.S. ETF assets and attracting nearly half of all U.S. ETF inflows.

A hands-on approach can help take advantage of market trends or protect against downturns. MAVF's goal is to deliver a balanced mix of growth and income, making it a potential option for those seeking value in today's market.

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