Matthews China Small Fund Quote
| MICHX Fund | USD 10.06 0.22 2.14% |
PerformanceOK
| Odds Of DistressLow
|
Matthews China is trading at 10.06 as of the 21st of March 2025; that is 2.14 percent down since the beginning of the trading day. The fund's open price was 10.28. Matthews China has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. More on Matthews China Small
Moving together with MATTHEWS Mutual Fund
| 0.65 | MAPIX | Matthews Asia Dividend | PairCorr |
| 0.68 | MASGX | Matthews Asia Esg | PairCorr |
| 0.66 | MATFX | Matthews Asia Innovators | PairCorr |
Moving against MATTHEWS Mutual Fund
MATTHEWS Mutual Fund Highlights
| Fund Concentration | Matthews Asia Funds, Large Funds, China Region Funds, China Region, Matthews Asia Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of April 2023 |
| Fiscal Year End | December |
Matthews China Small [MICHX] is traded in USA and was established 21st of March 2025. Matthews China is listed under Matthews Asia Funds category by Fama And French industry classification. The fund is listed under China Region category and is part of Matthews Asia Funds family. This fund now has accumulated 145.99 M in assets with minimum initial investment of 100 K. Matthews China Small is currently producing year-to-date (YTD) return of 13.47% with the current yeild of 0.02%, while the total return for the last 3 years was -3.93%.
Check Matthews China Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on MATTHEWS Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding MATTHEWS Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Matthews China Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Matthews China Small Mutual Fund Constituents
| BZUN | Baozun Inc | Stock | Consumer Discretionary | |
| BILI | Bilibili | Stock | Communication Services | |
| QFIN | 360 Finance | Stock | Financials | |
| ZLAB | Zai Lab | Stock | Health Care |
Matthews China Small Risk Profiles
| Mean Deviation | 0.9958 | |||
| Semi Deviation | 0.8616 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.62 |
Matthews China Against Markets
Other Information on Investing in MATTHEWS Mutual Fund
Matthews China financial ratios help investors to determine whether MATTHEWS Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MATTHEWS with respect to the benefits of owning Matthews China security.
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