Matthews Japan's limited team uses a thorough and consistent approach that stands out in the narrow Japan Morningstar Category, warranting Average People and Above Average Process ratings.
Matthews Japan Active ETF JPAN
Morningstar’s Analysis JPAN
Will JPAN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Tokyo Electron Ltd | 5.71 | 477,450 | Technology |
Mitsubishi UFJ Financial Group Inc | 4.66 | 390,183 | Financial Services |
Hitachi Ltd | 3.49 | 291,544 | Industrials |
Shin-Etsu Chemical Co Ltd | 3.43 | 286,538 | Basic Materials |
Sony Group Corp | 3.31 | 276,562 | Technology |
Recruit Holdings Co Ltd | 3.09 | 258,741 | Communication Services |
Sumitomo Mitsui Financial Group Inc | 3.02 | 252,821 | Financial Services |
Sumitomo Electric Industries Ltd | 2.92 | 244,053 | Consumer Cyclical |
Advantest Corp | 2.74 | 228,881 | Technology |
ORIX Corp | 2.57 | 214,844 | Financial Services |
United States