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Morningstar

Matthews Asian Growth & Inc Investor MACSX Fund Analysis

Morningstar Analyst Rating
| Analyst rating as of | See Matthews Asia Investment Hub

Morningstar’s Analysis MACSX

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

People Pillar

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

Still a good source of reserved Asia exposure for the long term.

Senior Analyst

Summary

| by William Samuel Rocco

Matthews Asian Growth & Income continues to benefit from a conservative and distinctive process as well as other strengths. Its no-load share class retains its Morningstar Analyst Rating of Bronze, whereas its institutional share class is downgraded to Bronze from Silver due to changes in the competitive landscape in its Morningstar Category peer group.

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