Skip to Content
Morningstar

Matthews Asia Growth Investor MPACX

Morningstar Medalist Rating
Medalist Rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 23.00  /  −0.04 %
  • Total Assets 335.6 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Diversified Pacific/Asia
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.69%
  • Turnover 77%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:57 PM GMT+0

Morningstar’s Analysis MPACX

Will MPACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More personnel turnover would likely be cause for concern but the new skipper has good credentials.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Asia Growth retains its Above Average People rating, despite all the recent—and prior—investment-team changes at the firm, because its new lead manager has a strong resume for his new role. It also retains its Above Average Process rating.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MPACX

More MPACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.08 18.2 Mil
Technology

Keyence Corp

4.35 15.6 Mil
Technology

Hitachi Ltd

4.02 14.4 Mil
Industrials

Shin-Etsu Chemical Co Ltd

4.01 14.4 Mil
Basic Materials

Zomato Ltd

3.15 11.3 Mil
Consumer Cyclical

Tokyo Electron Ltd

3.01 10.8 Mil
Technology

Samsung Electronics Co Ltd

2.78 10.0 Mil
Technology

PT Bank Rakyat Indonesia (Persero) Tbk Registered Shs Series -B-

2.72 9.7 Mil
Financial Services

NVIDIA Corp

2.53 9.1 Mil
Technology

Sumitomo Mitsui Financial Group Inc

2.38 8.5 Mil
Financial Services