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Matthews Asia Dividend Instl MIPIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Matthews Asia Investment Hub

Morningstar’s Analysis MIPIX

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

  • People Pillar

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

This strategy is risk-averse once again, but the firm itself remains volatile.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

The myriad personnel changes over the past decade at Matthews International Capital Management weaken Matthews Asia Dividend’s investment case.

by Robby Greengold
Rated on Published on

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