Matrix Advisors Funds Trust

Matrix Advisors Funds Trust (CIK 1679949) is an SEC-registered fund company with 1 reporting fund series and $59.2M in net assets as of 2026-03-31.

Registrant

Fund series (1)

SeriesNet assets
Matrix Advisors Dividend Fund$59.2M

Largest reported holdings (across all series)

HoldingValue
Lockheed Martin Corp$6.5M
Microsoft Corp$6.4M
Texas Instruments Inc$6.3M
NextEra Energy Inc$6.3M
Target Corp$6.1M
Amgen Inc$5.8M
PNC Financial Services Group I$5.7M
PepsiCo Inc$5.6M
US Bancorp$5.5M
QUALCOMM Inc$5.4M
Starbucks Corp$5.4M
Medtronic PLC$5.4M
American Electric Power Co Inc$5.3M
Home Depot Inc/The$5.3M
Morgan Stanley$5.0M

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