Matrix Advisors Value ETF(AMEX:MAVF)

MAVF uses a value investing approach, focusing on US large-cap companies considered to be fundamentally strong. The approach looks for stocks using three key criteria, companies with price-to-earnings or price-to-book ratio in the bottom one-third of the S&P 500, those with dividend yields in the top one-third of the S&P 500, and those included in the Russell 1000 Value Index. Additionally, the fund evaluates key financial metrics like earnings growth, dividend trends, ROE, and book value across historical, current, and projected periods. Security selection is based on financial strength, low debt levels, and the ability to generate free cash flow over cash needs. While exposure may consist of any sector without limit, the fund may overweight or underweight certain industries based on valuation opportunities. Positions are sold if they reach their intrinsic value, fundamental deterioration, or for more attractive opportunities. MAVF converted from a mutual fund with $72 million in assets.