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Matthews Korea Investor MAKOX

Analyst rating as of
NAV / 1-Day Return
4.81  /  0.21 %
Total Assets
113.4 Mil
Adj. Expense Ratio
1.130%
Expense Ratio
1.130%
Fee Level
Below Average
Longest Manager Tenure
15.38 years
Category
Miscellaneous Region
Investment Style
Large Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.90%
Turnover
40%
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Morningstar’s Analysis

Will MAKOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Matthews Korea Modifies Its Strong Management Team; Ratings Unchanged

Senior Analyst

Analyst Note

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Matthews promoted Elli Lee to co-lead manager from comanager of Matthews Korea on April 28, and it promoted Sojung Park to comanager from analyst. Lee and Park have good credentials for their new positions. Lee became a comanager on this strategy in April 2019 after working as an analyst on it and Matthews Pacific Tiger MAPTX for a few years. She has 19 years of investment experience and is fluent in Korean. Park has worked as an analyst on this strategy and Matthews Asia Innovators MATFX since she joined the firm in 2016. She has 10 years of investment experience and is fluent in Korean.

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