While long-tenured lead manager Andrew Mattock remains at the helm and provides meaningful continuity, the scale and persistence of turnover at both the strategy and firm levels have eroded confidence in the depth of research support underpinning his stock selection. Reflecting this, we downgrade the Process rating to Average from Above Average, while maintaining the People rating at Average.
Matthews China Active ETF MCH
Morningstar’s Analysis MCH
Will MCH 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 MCH 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 MCH’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 44.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Tencent Holdings Ltd | 13.20 | 3M | Communication Services |
Alibaba Group Holding Ltd Ordinary Shares | 6.38 | 1M | Consumer Cyclical |
Kingboard Holdings Ltd | 3.91 | 884,757 | Industrials |
Jiangsu Zhongtian Technology Co Ltd Class A | 3.86 | 872,723 | Industrials |
Meituan Class B | 3.15 | 711,644 | Consumer Cyclical |
Ping An Insurance (Group) Co. of China Ltd Class H | 3.11 | 703,647 | Financial Services |
China International Capital Corp Ltd Shs -H- Unitary 144A/Reg S | 2.83 | 639,254 | Financial Services |
China Life Insurance Co Ltd Class H | 2.77 | 627,443 | Financial Services |
China Merchants Bank Co Ltd Class A | 2.47 | 559,218 | Financial Services |
Zijin Mining Group Co Ltd Class A | 2.38 | 538,917 | Basic Materials |
United States