About Fund Overview

We invite you to learn more about the Matrix Advisors Dividend Fund, which seeks to generate attractive, safe and growing dividend income, as well as the potential for capital appreciation, by applying the rigor and discipline of classic Value investing.

The Matrix Advisors Dividend Fund searches for mature, successful financially strong companies that have achieved dividend yields materially above the S&P 500*. These companies must also have a consistent history of paying and growing their dividend stream, and exhibit the management commitment and financial capacity to maintain the dividend even during times of stress.

We believe our Fund combines many of the hallmarks of a desirable mutual fund:

  • A consistent and repeatable investment methodology
  • Cohesive management team, investing using the advisor’s approach since 2010
  • Matrix partners and associates are significant shareholders in the Fund
  • A competitive cost structure
  • 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 (once available).

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. We hope your time on our site is well spent and helpful to meeting your investing needs.


*The S&P500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. It is not possible to invest directly in an index.

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