Skip to Content
Morningstar

Matthews India Active ETF INDE

Morningstar Medalist Rating
Medalist Rating as of | See Matthews Asia Investment Hub

Morningstar’s Analysis INDE

Will INDE 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 INDE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the INDE 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 INDE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Matthews India Active ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings INDE

More INDE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Reliance Industries Ltd

6.21 498,570
Energy

Jp Morgan Us Govt Capital 3164

5.88 472,218
Cash and Equivalents

ICICI Bank Ltd

5.14 412,730
Financial Services

HDFC Bank Ltd

4.59 368,382
Financial Services

Shriram Finance Ltd

4.40 353,173
Financial Services

Infosys Ltd

3.74 300,643
Technology

Whirlpool of India Ltd

2.98 238,973
Consumer Cyclical

Bharat Heavy Electricals Ltd

2.80 225,198
Industrials

Tata Consultancy Services Ltd

2.79 224,323
Technology

Thermax Ltd

2.71 217,590
Industrials