Matthews Asia Dividend’s recently diminished capabilities warrant a downgrade of its Morningstar Analyst Rating to Bronze for both its share classes, which previously earned Gold or Silver depending on fees.
Morningstar’s Fund Analysis MAPIX
Will MAPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MAPIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the MAPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of MAPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.