Matthews Asia Funds Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return6.785.720.991.2823.93
    Category Average5.303.76-3.503.5025.58
    Assets for Each Yr*21.8522.3920.7620.6827.04
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 23.93 7.60 8.52

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $27,038 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.79 -- --
    International Stock 3.6 98.83 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 0.43 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 34.04 0.93
    Yum Brands Inc* Consumer Cyclical 21.70 0.35
    Taro Pharmaceutical Industries L* Healthcare 2.89 0.34
    ResMed Inc* Healthcare 28.94 0.19
    WH Group Ltd* Consumer Defensive 42.83 0.07
    Oclaro Inc* Technology -6.03 0.02
    News Corp B* Consumer Cyclical 21.19 0.00
    Samsonite International SA* Consumer Cyclical 59.01 0.00
    Qualcomm Inc* Technology -17.65 0.00

    Best 5-Year Relative Performance | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Growth Taizo Ishida 10.80
    Matthews Korea Inves Michael J. Oh 10.30
    Matthews Japan Inves Taizo Ishida 9.30
    Matthews India Inves Sharat Shroff 9.10
    Matthews Asia Innova Michael J. Oh 7.70

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Credit Teresa Kong 1.50
    Matthews Asia Value Michael B. Han 1.90
    Matthews China Small Kenichi Amaki 2.30
    Matthews Asia ESG In Winnie Chwang 2.50
    Matthews Asia Focus Kenneth Lowe 2.50