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
Matthews Asia Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
10.46 BilInvestment Flows (TTM)
−5.68 BilAsset Growth Rate (TTM)
−29.41%# of Share Classes
32
Morningstar Rating
|
# of Share Classes
|
|---|---|
| 7 | |
| 6 | |
| 11 | |
| 5 | |
| 1 | |
| Not Rated | 2 |
0%
25
50
Name
|
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 |
Morningstar Mentions
Winnie Chwang of Matthews Asia Tackles China’s Vast Market
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Quick Definitions: Key Morningstar Terms
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The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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