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Matthews Japan Active ETF JPAN

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

Morningstar’s Analysis JPAN

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

  • People Pillar

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

Additional personnel turnover lowers this strategy's appeal.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Japan’s People rating has dropped to Average from Above Average owing to investment-team changes, while its Process rating remains at Above Average.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings JPAN

More JPAN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tokyo Electron Ltd

4.93 113,999
Technology

Hitachi Ltd

4.30 99,251
Industrials

ITOCHU Corp

3.99 92,129
Industrials

Tokio Marine Holdings Inc

3.98 92,040
Financial Services

Jp Morgan Us Govt Capital 3164

3.96 91,572
Cash and Equivalents

Keyence Corp

3.96 91,441
Technology

Shin-Etsu Chemical Co Ltd

3.91 90,419
Basic Materials

Mitsubishi UFJ Financial Group Inc

3.90 90,072
Financial Services

ORIX Corp

3.76 86,950
Financial Services

Fast Retailing Co Ltd

3.33 77,038
Consumer Cyclical