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Matthews China Investor (MCHFX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews China Investor (MCHFX) Fund

    Last Trade: $19.50 on 5/26/2017, Change: -0.01 (-0.05%)

 

Graph of Matthews China Investor Fund (MCHFX) ManagerFund Manager - Andrew Mattock

Fund Manager Information

Fund Manager Tenure: 2.1 years
Fund Family: Matthews Asia Funds
Fund Category: China Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of Matthews China Investor Fund (MCHFX) ProfileMatthews China Investor Fund (MCHFX) Profile

Fund Profile and Description

Matthews China Investor Fund seeks long-term capital appreciation. Matthews China 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 China. China includes its administrative and other districts, such as Hong Kong.

 

Matthews China Investor (MCHFX) Fund Strength What we like about Matthews China Investor (MCHFX) Fund

Data for Matthews China Investor Fund (MCHFX) as of May 30, 2016

  • Matthews China Investor Fund (MCHFX) ratio of up-years vs down years is greater than 2
  • Matthews China Investor Fund (MCHFX) has an annual stock turnover rate of 66.22% vs China Region average of 78.62%. It is good that Matthews China Investor management does not trade extensively for its return.
  • Matthews China Investor Fund (MCHFX) has a lower expense ratio than its China Region average: 1.14% vs 1.77%
  • Matthews China Investor Fund (MCHFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews China Investor Fund (MCHFX) Weakness What we are cautious about Matthews China Investor (MCHFX) Fund

Data for Matthews China Investor Fund (MCHFX) as of May 30, 2016

  • Matthews China Investor Fund (MCHFX) management has been with Matthews China Investor Fund for only 2.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Matthews China Investor Fund (MCHFX) has a less-than-ideal short-term performance (1-year return -29.26% vs -23.13% China Region category median performance)
  • Matthews China Investor Fund (MCHFX) has a less-than-ideal mid-term performance (3-year return -2.75% vs 0.52% China Region category median performance)
  • Matthews China Investor Fund (MCHFX) has a less-than-ideal Long-term performance (5-year return -4.58% vs -0.68% China Region category median performance)
  • Matthews China Investor Fund (MCHFX) has a Morningstar rating of 3 and below
  • Matthews China Investor Fund (MCHFX) does not have a good risk adjusted return as its 3-year Alpha of -1.88 is worse than category average of 1.35, and its 3-year Sharpe ratio is -0.04
  • Matthews China Investor Fund (MCHFX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.82 that is higher than category average of 18.95
See Matthews China Investor Fund (MCHFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Matthews China Investor Fund (MCHFX)Compare with other top China Region category mutual funds

Aadditional top China Region mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthews China Investor-13.90-29.26-2.75-4.58
Invesco Greater China A (AACFX)2.04-13.203.21-0.93Compare

See top fund managers for China Region Category Funds

 

Compare Matthews China Investor Fund (MCHFX)Compare with China Region category ETFs

Some China Region ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim China Technology ETF (CQQQ)000
Guggenheim China Real Estate ETF (TAO)000
iShares MSCI Taiwan (EWT)000
Global X China Materials ETF (CHIM)000
Global X China Industrials ETF (CHII)000

 

Graph of Matthews China Investor Fund (MCHFX) Net Asset TrackingMatthews China Investor (MCHFX) Fund Net Asset

Track net asset change of Matthews China Investor fund (MCHFX)

DateNet Asset
05/2016$571.46M
03/2016$614.34M
02/2016$574.36M
More historic net asset information on Matthews China Investor Fund (MCHFX)

  

Graph of Matthews China Investor Fund (MCHFX) Portfolio TrackingMatthews China Investor (MCHFX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews China Investor fund (MCHFX)

DateCashStockBondOther
03/20160%98.89%0%1.11%
12/20150%98.19%0%1.81%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Matthews China Investor Fund (MCHFX)

 

graph of Matthews China Investor Fund (MCHFX) Top 10 Position TrackingTop 10 Holdings in Matthews China Investor (MCHFX) Fund

Discover what Matthews China Investor Fund (MCHFX) manager is buying

Mar 30, 2016
Matthews Cf-Us Series [12.37%]
TENCENT HOLDINGS LTD [9.9%]
PING AN INSURANCE [6.4%]
CHINA CONSTR BANK [4.56%]
Alibaba Group Holding Limited A [3.1%]
CHINA ST CONST INTL [3.04%]
INDUSTRIAL & COMMER [3.03%]
CHINA RESOURCES LAND [2.93%]
Baidu, Inc. [2.75%]
JD.com, Inc. [2.57%]

Dec 30, 2015
Matthews Cf-Us Series [10.74%]
TENCENT HOLDINGS LTD [8.22%]
PING AN INSURANCE [5.49%]
CHINA CONSTR BANK [4.28%]
CHINA OVERSEAS LAND& [3.27%]
CHINA RESOURCES LAND [3.26%]
CHINA ST CONST INTL [3.06%]
JD.com, Inc. [2.86%]
NetEase, Inc. [2.81%]

Sep 29, 2015
Matthews Cf-Us Series [9.79%]
TENCENT HOLDINGS LTD [7.02%]
PING AN INSURANCE [6.59%]
CHINA CONSTR BANK [4.49%]
AIA GROUP LTD [2.94%]
CHINA OVERSEAS LAND& [2.88%]
ANTA SPORTS PROD LTD [2.77%]
CHINA ST CONST INTL [2.77%]
Click here for Stock Holding Change Map in Matthews China Investor Fund (MCHFX)

  

Latest News on Matthews China Investor (MCHFX) Fund

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Matthews China Investor Fund (MCHFX) Related ResourcesSee more information on Matthews China Investor (MCHFX) Fund

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