Matthews Korea boasts process and other advantages over its rivals, and both of its share classes merit Morningstar Analyst Ratings of Bronze.
Will MAKOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAKOX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MAKOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MAKOX’s parent organization’s priorities and whether they’re in line with investors’ interests.