An excellent pedigree, distinctive process, and Morningstar's enhanced ratings methodology underlie the upgrade of Matthews Asia Dividend’s Morningstar Analyst Rating to Gold from Silver.
Matthews Asia Dividend Investor MAPIX
NAV / 1-Day Return
22.73
/
1.73
%
Total Assets
5.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.020%
Expense Ratio
1.020%
Fee Level
Below Average
Longest Manager Tenure
9.94
years
Category
Diversified Pacific/Asia
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.98%
Turnover
30%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MAPIX 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 MAPIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MAPIX 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 MAPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
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