Matthews Emerging Markets Small Companies continues to benefit from a strong and well-resourced Asia-centric investment team, but its recent expansion of its geographic scope somewhat dulls its edge. The Morningstar Analyst Rating of its institutional shares remains Bronze, but its pricier investor shares drop to Neutral.
Will MISMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MISMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MISMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MISMX’s parent organization’s priorities and whether they’re in line with investors’ interests.