Matthews Pacific Tiger's management team remains strong after some modifications, and it continues to have other advantages over its peers. Its no-load share class retains its Morningstar Analyst Ratings of Silver, while its institutional share class is upgraded to Gold.
Matthews Pacific Tiger Instl MIPTX
NAV / 1-Day Return
36.81
/
0.05
%
Total Assets
9.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Low
Longest Manager Tenure
13.45
years
Category
Pacific/Asia ex-Japan Stk
Investment Style
Large GrowthMin. Initial Investment
100,000
Status
Open
TTM Yield
0.33%
Turnover
38%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MIPTX 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 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.
Still superior to most of its rivals.
