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Matthews Korea Investor (MAKOX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews Korea Investor (MAKOX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Matthews Korea Investor Fund (MAKOX) ManagerFund Manager - Michael J. Oh

Fund Manager Information

Fund Manager Tenure: 10.9 years
Fund Family: Matthews Asia Funds
Fund Category: Miscellaneous Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Oh is a Portfolio Manager at Matthews. He joined Matthews in 2000 as a Research Analyst and has built his investment career at the firm, arriving at his current role as Portfolio Manager in 2006.  Get more insights on Michael J. Oh

 

Graph of Matthews Korea Investor Fund (MAKOX) ProfileMatthews Korea Investor Fund (MAKOX) Profile

Fund Profile and Description

Matthews Korea Investor Fund seeks long-term capital appreciation. Matthews Korea Investor Fund normally invests at least 80% of total net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in South Korea. It is non-diversified.

 

Matthews Korea Investor (MAKOX) Fund Strength What we like about Matthews Korea Investor (MAKOX) Fund

Data for Matthews Korea Investor Fund (MAKOX) as of May 30, 2016

  • Matthews Korea Investor Fund (MAKOX) management has been with Matthews Korea Investor Fund for 10.9 years
  • Matthews Korea Investor Fund (MAKOX) has good short-term performance (1-year return -4.81% vs -8.07% Miscellaneous Region category median performance)
  • Matthews Korea Investor Fund (MAKOX) has good mid-term performance (3-year return 7.98% vs -0.07% Miscellaneous Region category median performance)
  • Matthews Korea Investor Fund (MAKOX) has good Long-term performance (5-year return 5.74% vs -2.21% Miscellaneous Region category median performance)
  • Matthews Korea Investor Fund (MAKOX) ratio of up-years vs down years is greater than 2
  • Asset base in Matthews Korea Investor Fund (MAKOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Matthews Korea Investor Fund (MAKOX) has an annual stock turnover rate of 20.36% vs Miscellaneous Region average of 36.00%. It is good that Matthews Korea Investor management does not trade extensively for its return.
  • Matthews Korea Investor Fund (MAKOX) has a lower expense ratio than its Miscellaneous Region average: 1.10% vs 1.90%
  • Matthews Korea Investor Fund (MAKOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews Korea Investor Fund (MAKOX) Weakness What we are cautious about Matthews Korea Investor (MAKOX) Fund

Data for Matthews Korea Investor Fund (MAKOX) as of May 30, 2016

  • Matthews Korea Investor Fund (MAKOX) has a Morningstar rating of 3 and below
See Matthews Korea Investor Fund (MAKOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Matthews Korea Investor Fund (MAKOX)Compare with other top Miscellaneous Region category mutual funds

Aadditional top Miscellaneous Region mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthews Korea Investor-2.28-4.817.985.74
DFA United Kingdom Small Company I (DFUKX)-2.25-7.307.878.97Compare
Fidelity Nordic (FNORX)3.866.8412.527.96Compare

See top fund managers for Miscellaneous Region Category Funds

 

Compare Matthews Korea Investor Fund (MAKOX)Compare with Miscellaneous Region category ETFs

Some Miscellaneous Region ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI New Zealand Capped (ENZL)11.98%15.11%10.90%
First Trust ISE Chindia ETF (FNI)000
iShares MSCI Mexico Capped (EWW)000
iShares MSCI Sweden (EWD)000
Market Vectors Russia ETF (RSX)000

 

Graph of Matthews Korea Investor Fund (MAKOX) Net Asset TrackingMatthews Korea Investor (MAKOX) Fund Net Asset

Track net asset change of Matthews Korea Investor fund (MAKOX)

DateNet Asset
05/2016$205.75M
03/2016$204.08M
02/2016$186.07M
More historic net asset information on Matthews Korea Investor Fund (MAKOX)

  

Graph of Matthews Korea Investor Fund (MAKOX) Portfolio TrackingMatthews Korea Investor (MAKOX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews Korea Investor fund (MAKOX)

DateCashStockBondOther
03/20160%89.36%0%0%
12/20150%88.24%0%0%
09/20150%90.65%0%0%
Click here to see more historic asset allocation information on Matthews Korea Investor Fund (MAKOX)

 

graph of Matthews Korea Investor Fund (MAKOX) Top 10 Position TrackingTop 10 Holdings in Matthews Korea Investor (MAKOX) Fund

Discover what Matthews Korea Investor Fund (MAKOX) manager is buying

Mar 30, 2016
Samsung Electronics Co Ltd [4.01%]
Lg Household&Healt Pfd [3.8%]
Amorepacific Pfd [3.43%]
Samsung Fire & Mar [3.41%]
NAVER Corp [3.14%]
HANKOOK TIRE Co Ltd [2.91%]

Dec 30, 2015
Lg Household&Healt Pfd [4.36%]
Amorepacific Pfd [3.86%]
Samsung Electronics Co Ltd [3.62%]
Samsung Fire & Mar [3.15%]
NAVER Corp [2.91%]

Sep 29, 2015
Samsung Electronics Co Ltd [3.43%]
SK Telecom Co Ltd ADR [3.07%]
Lg Household&Healt Pfd [3.06%]
Amorepacific Pfd [3.02%]
Hotel Shilla Co Ltd [2.97%]
Kia Motors Corp [2.87%]
Samsung Fire & Mar [2.84%]
Click here for Stock Holding Change Map in Matthews Korea Investor Fund (MAKOX)

  

Latest News on Matthews Korea Investor (MAKOX) Fund

See what is happening with Matthews Korea Investor Fund (MAKOX)

 

Matthews Korea Investor Fund (MAKOX) Related ResourcesSee more information on Matthews Korea Investor (MAKOX) Fund

Popular pages on Matthews Korea Investor (MAKOX) Fund

  

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