MEGMX – Matthews Emerging Markets Equity Inv 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 companies located in emerging market countries. It has concentrated its investments (meaning more than 25% of its assets) from time to time in a single country, including China.

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
MEGMX	Matthews Emerging Markets Equity Fund Investor Class Shares	No Load	Open			Apr 30, 2020	$232.72M	1.090%	Average	$2,500	−$27.17M
MIEFX	Matthews Emerging Markets Equity Fund Institutional Class Shares	Institutional	Open			Apr 30, 2020	$81.22M	0.900%	Below Average	$100,000	−$5.99M

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