Matthews Asia's track record as a steward is mixed, leading to an Average Parent Pillar rating. An area of strength for the firm is that they've driven strong long-term performance. The average five-year Morningstar Rating is 3.7 stars, indicating competitive risk-adjusted performance across its open-end and exchange-traded fund lineup. Matthews Asia has showcased a durable product shelf. This is demonstrated by the firm's three-year risk-adjusted success ratio of 74%, meaning that 74% of its products have both survived and beaten their respective category median on a risk-adjusted basis. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. Despite other redeeming qualities as a firm, Matthews Asia has seen some disruption among its portfolio management ranks in the past five years, denoted by elevated turnover compared to peer asset-management firms. Long-term stability tends to support positive results.
Matthews Asia Investments
MarketUS Open-end ex MM ex FoF ex Feeder
Total Net Assets10.46 Bil
Investment Flows (TTM)−5.68 Bil
Asset Growth Rate (TTM)−29.41%
# of Share Classes32
# of Share Classes
Morningstar Rating Overall
5-Year Category Rank
|Matthews EM Sm Coms Instl||1|
|Matthews Emerging Markets Sust Fut Inst||1|
|Matthews China Dividend Instl||21|
|Matthews EM Sm Coms Inv||1|
|Matthews Emerging Markets Sust Fut Inv||3|
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