An excellent pedigree and distinctive process underlie the upgrade of Matthews China Dividend’s Morningstar Analyst Rating to Gold from Silver for its Institutional shares. Its Investor share class remains Silver.
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.