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Matthews Asia Science and Tech Inv (MATFX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews Asia Science and Tech Inv (MATFX) Fund

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

 

Graph of Matthews Asia Science and Tech Inv Fund (MATFX) ManagerFund Manager - Michael J. Oh

Fund Manager Information

Fund Manager Tenure: 13.7 years
Fund Family: Matthews Asia Funds
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.4)     (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 Asia Science and Tech Inv Fund (MATFX) ProfileMatthews Asia Science and Tech Inv Fund (MATFX) Profile

Fund Profile and Description

Matthews Asia Science and Tech Inv Fund seeks long-term capital appreciation. Matthews Asia Science and Tech Inv Fund normally invests at least 80% of total net assets in the common and preferred stocks of companies located in Asia that derive greater than 50% of their revenues from the sale of products or services in technology-related industries and services.

 

Matthews Asia Science and Tech Inv (MATFX) Fund Strength What we like about Matthews Asia Science and Tech Inv (MATFX) Fund

Data for Matthews Asia Science and Tech Inv Fund (MATFX) as of May 30, 2016

  • Matthews Asia Science and Tech Inv Fund (MATFX) management has been with Matthews Asia Science and Tech Inv Fund for 13.7 years
  • Matthews Asia Science and Tech Inv Fund (MATFX) ratio of up-years vs down years is greater than 2
  • Matthews Asia Science and Tech Inv Fund (MATFX) has an annual stock turnover rate of 72.85% vs Technology average of 81.69%. It is good that Matthews Asia Science and Tech Inv management does not trade extensively for its return.
  • Matthews Asia Science and Tech Inv Fund (MATFX) has a lower expense ratio than its Technology average: 1.18% vs 1.42%
  • Matthews Asia Science and Tech Inv Fund (MATFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews Asia Science and Tech Inv Fund (MATFX) Weakness What we are cautious about Matthews Asia Science and Tech Inv (MATFX) Fund

Data for Matthews Asia Science and Tech Inv Fund (MATFX) as of May 30, 2016

  • Matthews Asia Science and Tech Inv Fund (MATFX) has a less-than-ideal short-term performance (1-year return -10.93% vs -1.99% Technology category median performance)
  • Matthews Asia Science and Tech Inv Fund (MATFX) has a less-than-ideal mid-term performance (3-year return 10.10% vs 13.35% Technology category median performance)
  • Matthews Asia Science and Tech Inv Fund (MATFX) has a less-than-ideal Long-term performance (5-year return 6.24% vs 9.50% Technology category median performance)
  • Matthews Asia Science and Tech Inv Fund (MATFX) has a Morningstar rating of 3 and below
  • Matthews Asia Science and Tech Inv Fund (MATFX) is less safe compared to its Technology peers
  • Matthews Asia Science and Tech Inv Fund (MATFX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.47 that is higher than category average of 15.15
  • As a Technology focused fund, Matthews Asia Science and Tech Inv Fund (MATFX) is less diversified and has inherited sector risks associated with the fund
See Matthews Asia Science and Tech Inv Fund (MATFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Matthews Asia Science and Tech Inv Fund (MATFX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthews Asia Science and Tech Inv-5.60-10.9310.106.24
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

See top fund managers for Technology Category Funds

 

Compare Matthews Asia Science and Tech Inv Fund (MATFX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of Matthews Asia Science and Tech Inv Fund (MATFX) Net Asset TrackingMatthews Asia Science and Tech Inv (MATFX) Fund Net Asset

Track net asset change of Matthews Asia Science and Tech Inv fund (MATFX)

DateNet Asset
05/2016$146.56M
03/2016$149.07M
02/2016$142.45M
More historic net asset information on Matthews Asia Science and Tech Inv Fund (MATFX)

  

Graph of Matthews Asia Science and Tech Inv Fund (MATFX) Portfolio TrackingMatthews Asia Science and Tech Inv (MATFX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews Asia Science and Tech Inv fund (MATFX)

DateCashStockBondOther
03/20160.48%95.5%0%0%
12/20150.56%95.31%0%0%
09/20150.65%95.85%0%0%
Click here to see more historic asset allocation information on Matthews Asia Science and Tech Inv Fund (MATFX)

 

graph of Matthews Asia Science and Tech Inv Fund (MATFX) Top 10 Position TrackingTop 10 Holdings in Matthews Asia Science and Tech Inv (MATFX) Fund

Discover what Matthews Asia Science and Tech Inv Fund (MATFX) manager is buying

Mar 30, 2016
Baidu, Inc. [9.68%]
JD.com, Inc. [5.63%]
Ctrip.com International, Ltd. [5.48%]
Lg Household&Healt Pfd [4.02%]
NAVER Corp [3.24%]
TENCENT HOLDINGS LTD [3.2%]
NetEase, Inc. [3.12%]
Samsung Electronics Co Ltd [3.05%]
INFO EDGE (INDIA) LTD. [3.02%]
China Biologic Products, Inc. [2.76%]

Dec 30, 2015
Baidu, Inc. [8.87%]
Ctrip.com International, Ltd. [5.13%]
JD.com, Inc. [5.04%]
Lg Household&Healt Pfd [4.13%]
NetEase, Inc. [3.52%]
China Biologic Products, Inc. [3.07%]
NAVER Corp [3.05%]
INFO EDGE (INDIA) LTD. [3%]
Qunar Cayman Islands Limited [2.85%]

Sep 29, 2015
Baidu, Inc. [7.97%]
JD.com, Inc. [4.52%]
Ctrip.com International, Ltd. [4.05%]
Lg Household&Healt Pfd [3.5%]
INFO EDGE (INDIA) LTD. [3.29%]
WuXi PharmaTech (Cayman) Inc ADR [2.76%]
NAVER Corp [2.75%]
NetEase, Inc. [2.7%]
Click here for Stock Holding Change Map in Matthews Asia Science and Tech Inv Fund (MATFX)

  

Latest News on Matthews Asia Science and Tech Inv (MATFX) Fund

See what is happening with Matthews Asia Science and Tech Inv Fund (MATFX)

 

Matthews Asia Science and Tech Inv Fund (MATFX) Related ResourcesSee more information on Matthews Asia Science and Tech Inv (MATFX) Fund

Popular pages on Matthews Asia Science and Tech Inv (MATFX) Fund

  

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