Matthews Asia Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.991.2835.50-13.05--
    Category Average-3.503.5335.93-14.745.02
    Assets for Each Yr*20.7620.6829.6222.9422.94
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -13.05 6.06 4.96

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $22,937 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.34 -- --
    International Stock 4.0 98.75 1.16 Average
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 0.62 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 6.84 0.87
    Broadcom Inc* Technology 2.57 0.17
    BeiGene Ltd ADR* Healthcare 2.15 0.11
    Altaba Inc* Financial Services 11.56 0.02
    Qualcomm Inc* Technology -2.88 0.00

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Growth Taizo Ishida 12.00
    Matthews Korea Inves Michael J. Oh 11.50
    Matthews Japan Inves Taizo Ishida 10.50
    Matthews Asian Growt Robert J. Horrocks 8.40
    Matthews Pacific Tig Sharat Shroff 7.40

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Credit Teresa Kong 2.70
    Matthews Asia Value Michael B. Han 3.10
    Matthews China Small Kenichi Amaki 3.60
    Matthews Asia ESG In Winnie Chwang 3.70
    Matthews Asia Focus Kenneth Lowe 3.70