Morningstar

Matthews Pacific Tiger Fund Institutional Class MIPTX

Morningstar Medalist Rating
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Medalist Rating as of See Matthews Asia Investment Hub
  • NAV / 1-Day Return $25.45  /  +1.35 %
  • Fund Size $783.9M
  • Adjusted Expense Ratio 1.100%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Pacific/Asia ex-Japan Stk
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 87%
NAV and 1-Day Return as of

Morningstar’s Analysis MIPTX

Will MIPTX outperform in the 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 MIPTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Matthews Pacific Tiger Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MIPTX

More MIPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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SK hynix Inc

4.68 41M
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SK Square

3.74 33M
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DBS Group Holdings Ltd

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Financial Services

MediaTek Inc

2.75 24M
Technology

NAURA Technology Group Co Ltd Class A

2.64 23M
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Elite Material Co Ltd

2.45 22M
Technology

Tencent Holdings Ltd

2.43 21M
Communication Services

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