Matthews China Dividend benefits from an excellent pedigree, a distinctive and proven process, and other strengths, and these attractive traits result in the Morningstar Analyst Ratings for both of its share classes being upgraded to Silver from Bronze under Morningstar's enhanced ratings methodology.
Will MCDFX 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 MCDFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MCDFX 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 MCDFX’s parent organization’s priorities and whether they’re in line with investors’ interests.