Matthews Asia is trading at 12.80 as of the 28th of November 2024; that is 0.16 percent up since the beginning of the trading day. The fund's open price was 12.78. Matthews Asia has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Matthews Asia Esg are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. 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 companies located in emerging market countries that satisfy one or more of the funds environmental, social and governance standards. More on Matthews Asia Esg
Matthews Asia Esg [MISFX] is traded in USA and was established 28th of November 2024. Matthews Asia is listed under Matthews Asia Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Matthews Asia Funds family. This fund now has accumulated 245.63 M in assets with minimum initial investment of 100 K. Matthews Asia Esg is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.02%, while the total return for the last 3 years was -4.34%.
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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 Asia Esg 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.
Other Information on Investing in Matthews Mutual Fund
Matthews Asia 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 Asia security.
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance