Matthews China Fund Quote
| MICFX Fund | USD 13.99 0.25 1.76% |
Performance10 of 100
| Odds Of DistressLess than 20
|
Matthews China is trading at 13.99 as of the 15th of December 2024; that is 1.76 percent down since the beginning of the trading day. The fund's open price was 14.24. Matthews China has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 26th of December 2022 and ending today, the 15th of December 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 companies located in China. China includes its administrative and other districts, such as Hong Kong. More on Matthews China Fund
Moving together with Matthews Mutual Fund
| 0.73 | MPACX | Matthews Asia Growth | PairCorr |
| 0.74 | MACSX | Matthews Asian Growth | PairCorr |
| 0.78 | MAPTX | Matthews Pacific Tiger | PairCorr |
| 0.7 | MASGX | Matthews Asia Esg | PairCorr |
| 0.93 | MATFX | Matthews Asia Innovators | PairCorr |
Moving against Matthews Mutual Fund
Matthews Mutual Fund Highlights
| Fund Concentration | Matthews Asia Funds, Large Blend Funds, China Region Funds, China Region, Matthews Asia Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Matthews China Fund [MICFX] is traded in USA and was established 15th of December 2024. Matthews China is listed under Matthews Asia Funds category by Fama And French industry classification. The fund is listed under China Region category and is part of Matthews Asia Funds family. This fund now has accumulated 740.9 M in assets with no minimum investment requirementsMatthews China is currently producing year-to-date (YTD) return of 20.43% with the current yeild of 0.01%, while the total return for the last 3 years was -10.67%.
Check Matthews China 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 China Fund 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 China Fund Mutual Fund Constituents
| CIIHF | CITIC Securities | Pink Sheet | US Pink Sheet | |
| BACHF | Bank of China | Pink Sheet | Banks—Diversified | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| SNPMF | China Petroleum Chemical | Pink Sheet | Oil & Gas Integrated | |
| PIAIF | Ping An Insurance | Pink Sheet | Insurance—Life | |
| PDD | PDD Holdings | Stock | Consumer Discretionary | |
| NTES | NetEase | Stock | Communication Services |
Matthews China Risk Profiles
| Mean Deviation | 2.19 | |||
| Semi Deviation | 2.39 | |||
| Standard Deviation | 3.21 | |||
| Variance | 10.29 |
Matthews China Against Markets
Other Information on Investing in Matthews Mutual Fund
Matthews China financial ratios help investors to determine whether Matthews Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matthews with respect to the benefits of owning Matthews China security.
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