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Morningstar

Matthews Japan Instl MIJFX

Morningstar Medalist Rating
Medalist Rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 18.89  /  +1.56 %
  • Total Assets 744.8 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Japan Stock
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 101%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:30 AM GMT+0

Morningstar’s Analysis MIJFX

Will MIJFX 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 MIJFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIJFX 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 MIJFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Additional personnel turnover lowers this fund's appeal.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Japan’s People rating has dropped to Average from Above Average owing to investment-team changes, while its Process rating remains at Above Average.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MIJFX

More MIJFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shin-Etsu Chemical Co Ltd

5.54 36.6 Mil
Basic Materials

Keyence Corp

4.82 31.8 Mil
Technology

Tokio Marine Holdings Inc

4.03 26.6 Mil
Financial Services

Sony Group Corp

3.88 25.6 Mil
Technology

Hitachi Ltd

3.69 24.4 Mil
Industrials

Renesas Electronics Corp

3.36 22.2 Mil
Technology

Us Dollar

3.24 21.3 Mil
Cash and Equivalents

Recruit Holdings Co Ltd

2.93 19.4 Mil
Communication Services

FUJIFILM Holdings Corp

2.88 19.0 Mil
Industrials

Suzuki Motor Corp

2.84 18.7 Mil
Consumer Cyclical