← All Mutual Funds

Matrix Advisors Funds Trust

CIK: 0001679949 Equity
Report date: 2026-02-13
AUM $58M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-13

Holdings

From latest SEC N-PORT filing · US-listed stocks only

9 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 NEE NextEra Energy Inc Since 2026-05-10 65339F101 Equity (Common)
4.92%
$2.83 35,300
2 TSN Tyson Foods Inc Since 2026-05-10 902494103 Equity (Common)
2.12%
$1.22 20,800
3 STZ Constellation Brands Inc Since 2026-05-10 21036P108 Equity (Common)
2.16%
$1.24 9,000
4 MDT Medtronic PLC Since 2026-05-10 N/A Equity (Common)
4.67%
$2.69 28,000
5 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
4.72%
$2.72 8,300
6 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
1.00%
$0.58 7,500
7 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
4.75%
$2.74 8,500
8 PEP PepsiCo Inc Since 2026-05-10 713448108 Equity (Common)
4.41%
$2.54 17,700
9 ACN Accenture PLC Since 2026-05-10 N/A Equity (Common)
1.82%
$1.05 3,900