Morningstar

Matthews Pacific Tiger Investor MAPTX

Morningstar Medalist Rating
Medalist Rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 21.41  /  −0.70 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.120%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Pacific/Asia ex-Japan Stk
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.63%
  • Turnover 15%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MAPTX

Will MAPTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAPTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MAPTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MAPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Yet more personnel turnover lessens this fund's appeal considerably.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Pacific Tiger’s People rating drops to Average from Above Average and its Process rating declines to Above Average from High, owing to investment-team changes and other issues.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings MAPTX

More MAPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.2
Top 10 Holdings
% Portfolio Weight
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