Matthews Asia Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.720.991.2835.50--
    Category Average3.76-3.503.5035.905.20
    Assets for Each Yr*22.3920.7620.6829.6229.62
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 35.50 11.49 9.36

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $29,615 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock -- 0.79 -- --
    International Stock 4.1 98.82 1.17 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 0.44 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Cognizant Technology Solutions C* Technology 4.98 0.93
    Yum Brands Inc* Consumer Cyclical 2.46 0.35
    Taro Pharmaceutical Industries L* Healthcare 1.01 0.34
    ResMed Inc* Healthcare 3.65 0.19
    WH Group Ltd* Consumer Defensive 8.04 0.07
    Oclaro Inc* Technology 3.26 0.02
    News Corp B* Consumer Cyclical 5.72 0.00
    Samsonite International SA* Consumer Cyclical -3.93 0.00
    Qualcomm Inc* Technology 2.12 0.00

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Growth Taizo Ishida 11.00
    Matthews Korea Inves Michael J. Oh 10.50
    Matthews Japan Inves Taizo Ishida 9.50
    Matthews India Inves Sharat Shroff 9.40
    Matthews Asia Innova Michael J. Oh 7.90

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Matthews Asia Credit Teresa Kong 1.70
    Matthews Asia Value Michael B. Han 2.10
    Matthews China Small Kenichi Amaki 2.50
    Matthews Asia ESG In Winnie Chwang 2.70
    Matthews Asia Focus Kenneth Lowe 2.70