Matthews Asia Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.720.991.2835.50-0.39
    Category Average3.76-3.503.5035.90-0.62
    Assets for Each Yr*22.3920.7620.6829.6230.54
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.39 7.39 7.67

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $30,543 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.71 -- --
    International Stock 3.8 98.74 1.16 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 0.53 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 7.24 0.66
    ResMed Inc* Healthcare 22.12 0.17
    Yum Brands Inc* Consumer Cyclical 2.70 0.16
    Taro Pharmaceutical Industries L* Healthcare 11.61 0.15
    Altaba Inc* Financial Services 9.45 0.04
    WH Group Ltd* Consumer Defensive -0.21 0.03
    Valuetronics Holdings Ltd* Technology 0.02
    News Corp B* Consumer Cyclical -3.01 0.00
    Qualcomm Inc* Technology -7.23 0.00
    Advanced Energy Industries Inc* Technology -2.85 0.00

    Best 5-Year Relative Performance | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Growth Taizo Ishida 11.40
    Matthews Korea Inves Michael J. Oh 10.90
    Matthews Japan Inves Taizo Ishida 9.90
    Matthews Asian Growt Robert J. Horrocks 7.70
    Matthews Pacific Tig Sharat Shroff 6.70

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Credit Teresa Kong 2.10
    Matthews Asia Value Michael B. Han 2.50
    Matthews China Small Kenichi Amaki 2.90
    Matthews Asia ESG In Winnie Chwang 3.10
    Matthews Asia Focus Kenneth Lowe 3.10