Matthews Asia Growth’s superior management team and excellent process earn it a Morningstar Analyst Rating upgrade to Gold from Silver for its institutional share class under Morningstar's enhanced ratings methodology. Its no-load share class stays Silver.
Matthews Asia Growth Investor MPACX
NAV / 1-Day Return
41.73
/
0.83
%
Total Assets
2.4 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.
1.090%
Expense Ratio
1.090%
Fee Level
Average
Longest Manager Tenure
14.17
years
Category
Diversified Pacific/Asia
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.35%
Turnover
38%
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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 MPACX 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 MPACX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MPACX 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 MPACX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A first-rate source of Pan-Asia exposure.
