Cooper Abbott joined Matthews International Capital Management as CEO on June 13, 2022, succeeding Bill Hackett, who had served as CEO for 13 years and is retiring on June 30, 2022. This development is unsurprising, because Matthews announced in December 2021 that Hackett was planning on retiring in mid-2022 and that a search was underway for his replacement.
Matthews EM Sm Coms Inv MSMLX
NAV / 1-Day Return
25.02
/
2.67
%
Total Assets
369.2 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.
1.350%
Expense Ratio
1.350%
Fee Level
Above Average
Longest Manager Tenure
1.82
years
Category
Pacific/Asia ex-Japan Stk
Investment Style
Mid GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
51%
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 MSMLX 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 MSMLX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MSMLX 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 MSMLX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Matthews Hires a New CEO in an Expected Development
