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Morningstar

Matthews India Investor MINDX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 22.10  /  0.45 %
  • Total Assets 602.8 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis MINDX

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

People Pillar

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

A good source of India exposure.

Senior Analyst

Summary

| by William Samuel Rocco

Matthews India benefits from an attractive process and other appealing features. Its institutional share class retains its Morningstar Analyst Rating of Silver, while its no-load share is downgraded to Bronze from Silver owing to changes in the competitive landscape in its Morningstar Category peer group.

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