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Matthews Asian Growth & Inc Investor MACSX Fund Analysis

Morningstar Medalist Rating
| Medalist 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.

This risk-averse fund’s investment case has weakened over time.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Matthews Asian Growth and Income’s People rating drops to Average from Above Average, owing to reduced confidence in the firm’s investment team. Its Process rating remains Above Average.

by Robby Greengold
Rated on Published on

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