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Morningstar

Matthews Korea Investor MAKOX

Morningstar Analyst Rating
Analyst rating as of | See Matthews Asia Investment Hub
  • NAV / 1-Day Return 4.23  /  1.63 %
  • Total Assets 80.0 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Miscellaneous Region
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis MAKOX

Will MAKOX 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 MAKOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the MAKOX 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 MAKOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Matthews’ Board to Vote on Conversion of Matthews Korea into an Active ETF

Senior Analyst

Analyst Note

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