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Matthews Japan Instl MIJFX

Medalist Rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 16.28  /  1.39 %
  • Total Assets 683.8 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Japan Stock
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield
  • Turnover 83%

Morningstar’s Analysis MIJFX

Will MIJFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Matthews Opens Five Additional Active ETFs

null William Samuel Rocco

William Samuel Rocco

Analyst Note

Matthews just launched another five actively run exchange-traded funds: Matthews Pacific Tiger Active ETF ASIA, Matthews India Active ETF INDE, Matthews Japan Active ETF JPAN, Matthews Asia Dividend Active ETF ADVE, and Matthews Emerging Markets Sustainable Future Active ETF EMSF. Like the three active ETFs that the firm launched in 2022—China, Asia Innovators, and Emerging Markets Equity—the five new active ETFs leverage the same management teams, use the same investment processes, and have similar portfolios as the corresponding mutual funds. Matthews Pacific Tiger Active ETF is in the hands of four seasoned and skilled firm veterans—co-lead manager Sharat Shroff, co-lead manager Inbok Song, comanager Andrew Mattock, and comanager Winnie Chwang—who employ an attractive quality-oriented growth process. Shroff serves as a comanager on Matthews India Active ETF alongside well-credentialed lead manager Peeyush Mittal. They rely on the same appealing growth discipline as is in place on Pacific Tiger (and several of the firm's other strategies). Co-lead manager Taizo Ishida, co-lead Shuntaro Takeuchi, and comanager Donghoon Han are in charge of Matthews Japan Active ETF. They have good resumes for the task at hand and rely on the family growth discipline, though they implement it more boldly than most of their colleagues. Matthews Asia Dividend Active ETF is run by four experienced and talented firm veterans—co-lead manager Robert Horrocks, co-lead manager Kenny Lowe, comanager Elli Lee, and comanager Siddharth Bhargava—who take a sound, risk-conscious approach. Well-credentialed Vivek Tanneeru is at the helm of Matthews Emerging Markets Sustainable Future Active ETF, while Inbok Song serves as a comanager. They rely on the firm's quality-growth process while investing across the market-cap spectrum and favoring companies with positive ESG impacts. Finally, all five of the new active ETFs are fully transparent and have expense ratios of 0.79%.

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Portfolio Holdings MIJFX

  • Current Portfolio Date
  • Equity Holdings 56
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 34.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.08
28,129,277
Technology
3.98
27,451,171
Technology
3.96
27,332,546
Basic Materials

Us Dollar

3.84
26,523,190
Cash and Equivalents
3.76
25,958,318
Financial Services
3.66
25,264,367
Technology
3.29
22,692,925
Industrials
3.13
21,611,493
Consumer Defensive
3.10
21,387,414
Financial Services
3.05
21,052,966
Industrials