Matrix Advisors Dividend
Matrix Advisors Value Fund

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Fund Application and Documents

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Note: All files are in Adobe Acrobat (.pdf) format.
To download Adobe Reader click here

Please read the Prospectus for the Matrix Advisors Value Fund prior to completing an account application.

Prospectusicon_PDF_big

Summary Prospectusicon_PDF_big

Matrix Advisors Value Fund Applicationicon_PDF_big

IRA Applicationicon_PDF_big

Entity Account Applicationicon_PDF_big

Coverdell Education Savings Applicationicon_PDF_big

IRA Transfer Formicon_PDF_big

IRA Disclosure Statementicon_PDF_big

2020 Annual Reporticon_PDF_big

Semi-Annual Reporticon_PDF_big

Statement of Additional Informationicon_PDF_big

Distribution Noticeicon_PDF_big

XBRL Link

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Distributed by Quasar Distributors, LLC. Mutual Fund investing involves risk. Principal loss is possible. The stock of value companies can continue to be undervalued for long periods of time and not realize its expected value. The value of the Fund may decrease in response to the activities and financial prospects of an individual company. Diversification does not assure a profit or protect against a loss in a declining market. Matrix Advisors Value Fund is available to U.S. investors only. Shares of the Fund are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website should not be considered a solicitation to buy or an offer to sell shares of Matrix Advisors Value Fund in any jurisdiction where it would be unlawful under the securities law of that jurisdiction. Click here to review the prospectus.

 
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