MCSMX – Matthews China Innovators Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be a Chinese security or instrument, if it has substantial ties to china. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MCSMX	Matthews China Innovators Fund	No Load	Open			May 31, 2011	$62.00M	1.400%	High	$2,500	−$4.33M
MICHX	Matthews China Innovators Fund Institutional Class Shares	Institutional	Open			Nov 30, 2017	$21.01M	1.200%	High	$100,000	−$561,287.48

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