Matthews China’s team is taking charge of Matthews China Small Companies MCSMX on Aug. 31, 2020, when the latter fund’s two managers leave the firm.
Matthews China Investor MCHFX
NAV / 1-Day Return
29.02
/
1.66
%
Total Assets
1.7 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.
1.090%
Expense Ratio
1.090%
Fee Level
Below Average
Longest Manager Tenure
6.83
years
Category
China Region
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.21%
Turnover
69%
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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 MCHFX 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 MCHFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MCHFX 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 MCHFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Matthews China’s Appeal Will Remain Intact After Its Team Assumes New Responsibilities
