Matthews Asia Small Fund Quote
| MSMLX Fund | USD 24.44 0.32 1.29% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Matthews Asia is trading at 24.44 as of the 20th of April 2024; that is -1.29 percent decrease since the beginning of the trading day. The fund's open price was 24.76. Matthews Asia has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Matthews Asia Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 21st of March 2024 and ending today, the 20th of April 2024. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of small companies located in emerging market countries. More on Matthews Asia Small
Moving together with Matthews Mutual Fund
| 0.72 | MPACX | Matthews Asia Growth | PairCorr |
| 0.71 | MACSX | Matthews Asian Growth | PairCorr |
| 0.78 | MAPTX | Matthews Pacific Tiger | PairCorr |
| 0.71 | MAPIX | Matthews Asia Dividend | PairCorr |
| 0.71 | MATFX | Matthews Asia Innovators | PairCorr |
| 0.67 | MCDFX | Matthews China Dividend | PairCorr |
Matthews Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Matthews Asia's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Matthews Asia or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Matthews Asia Funds, Large Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Matthews Asia Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Matthews Asia Small [MSMLX] is traded in USA and was established 20th of April 2024. Matthews Asia is listed under Matthews Asia Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Matthews Asia Funds family. This fund now has accumulated 440.08 M in assets with minimum initial investment of 2.5 K. Matthews Asia Small is currently producing year-to-date (YTD) return of 3.29% with the current yeild of 0.01%, while the total return for the last 3 years was 5.06%.
Check Matthews Asia Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Matthews Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Matthews Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Matthews Asia Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Matthews Asia Small Mutual Fund Constituents
| BSMAF | Bursa Malaysia Bhd | Pink Sheet | US Pink Sheet |
| GNNSF | Genscript Biotech | Pink Sheet | Biotechnology |
| SCS | Steelcase | Stock | Industrials |
Matthews Asia Target Price Odds Analysis
Based on a normal probability distribution, the odds of Matthews Asia jumping above the current price in 90 days from now is about 99.0%. The Matthews Asia Small probability density function shows the probability of Matthews Asia mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Matthews Asia has a beta of 0.6525. This indicates as returns on the market go up, Matthews Asia average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Matthews Asia Small will be expected to be much smaller as well. Additionally, matthews Asia Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Matthews Asia to move above the current price in 90 days from now is about 99.0 (This Matthews Asia Small probability density function shows the probability of Matthews Mutual Fund to fall within a particular range of prices over 90 days) .
Matthews Asia Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Matthews Asia market risk premium is the additional return an investor will receive from holding Matthews Asia long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Matthews Asia. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Matthews Asia's alpha and beta are two of the key measurements used to evaluate Matthews Asia's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6456 | |||
| Standard Deviation | 0.8978 | |||
| Variance | 0.806 | |||
| Risk Adjusted Performance | (0.02) |
Matthews Asia Against Markets
Picking the right benchmark for Matthews Asia mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Matthews Asia mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Matthews Asia is critical whether you are bullish or bearish towards Matthews Asia Small at a given time. Please also check how Matthews Asia's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Matthews Asia without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Optimization Now
Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
How to buy Matthews Mutual Fund?
Before investing in Matthews Asia, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Matthews Asia. To buy Matthews Asia fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Matthews Asia. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Matthews Asia fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Matthews Asia Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Matthews Asia Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Matthews Asia Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Matthews Asia Small?
The danger of trading Matthews Asia Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Matthews Asia is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Matthews Asia. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Matthews Asia Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Matthews Asia Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.