Matthews Asia Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return6.785.720.991.2811.52
    Category Average5.303.76-3.503.5011.31
    Assets for Each Yr*21.8522.3920.7620.6823.29
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.52 6.39 7.03

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $23,290 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.81 -- --
    International Stock 4.5 98.82 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 0.40 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 6.55 1.05
    Taro Pharmaceutical Industries L* Healthcare 10.67 0.39
    Yum Brands Inc* Consumer Cyclical 5.18 0.37
    ResMed Inc* Healthcare 17.94 0.25
    Qualcomm Inc* Technology -17.58 0.02
    Samsonite International SA* Consumer Cyclical 40.94 0.00
    Mead Johnson Nutrition Co* Consumer Defensive 26.01 0.00
    Parade Technologies Ltd* Technology 0.00
    News Corp B* Consumer Cyclical 12.71 0.00
    Expeditors International of Wash* Industrials 7.18 0.00

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Growth Taizo Ishida 10.30
    Matthews Korea Inves Michael J. Oh 9.80
    Matthews Japan Inves Taizo Ishida 8.80
    Matthews India Inves Sharat Shroff 8.70
    Matthews Asia Innova Michael J. Oh 7.20

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Credit Teresa Kong 1.00
    Matthews Asia Value Michael B. Han 1.40
    Matthews China Small Kenichi Amaki 1.80
    Matthews Asia ESG In Winnie Chwang 2.00
    Matthews Asia Focus Kenneth Lowe 2.00