Matthews Korea continues to have a good management team and other strengths, and both of its share classes retain their Morningstar Analyst Ratings of Bronze.
Matthews Korea Investor MAKOX
NAV / 1-Day Return
6.03
/
0.50
%
Total Assets
134.8 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.190%
Expense Ratio
1.190%
Fee Level
Below Average
Longest Manager Tenure
14.81
years
Category
Miscellaneous Region
Investment Style
Large BlendMin. Initial Investment
2,500
Status
Open
TTM Yield
0.72%
Turnover
40%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
An attractive choice for Korea fans who can handle the risks of its geographic focus.
