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Matthews China Small Companies (MCSMX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews China Small Companies (MCSMX) Fund

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

 

Graph of Matthews China Small Companies Fund (MCSMX) ManagerFund Manager - Tiffany Hsiao

Fund Manager Information

Fund Manager Tenure: 4.0 years
Fund Family: Matthews Asia Funds
Fund Category: China Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

 

Matthews China Small Companies (MCSMX) Fund Strength What we like about Matthews China Small Companies (MCSMX) Fund

Data for Matthews China Small Companies Fund (MCSMX) as of May 30, 2016

  • Matthews China Small Companies Fund (MCSMX) management has been with Matthews China Small Companies Fund for 4.0 years
  • Matthews China Small Companies Fund (MCSMX) has good short-term performance (1-year return -19.95% vs -23.13% China Region category median performance)
  • Matthews China Small Companies Fund (MCSMX) has good mid-term performance (3-year return 2.61% vs 0.52% China Region category median performance)
  • Matthews China Small Companies Fund (MCSMX) has good Long-term performance (5-year return -0.59% vs -0.68% China Region category median performance)
  • Matthews China Small Companies Fund (MCSMX) has an annual stock turnover rate of 72.49% vs China Region average of 78.62%. It is good that Matthews China Small Companies management does not trade extensively for its return.
  • Matthews China Small Companies Fund (MCSMX) has a lower expense ratio than its China Region average: 1.50% vs 1.77%
  • Matthews China Small Companies Fund (MCSMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews China Small Companies Fund (MCSMX) Weakness What we are cautious about Matthews China Small Companies (MCSMX) Fund

Data for Matthews China Small Companies Fund (MCSMX) as of May 30, 2016

  • Matthews China Small Companies Fund (MCSMX) ratio of up-years vs down years can be improved
  • Matthews China Small Companies Fund (MCSMX) has a Morningstar rating of 3 and below
  • Matthews China Small Companies Fund (MCSMX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.84 that is higher than category average of 18.95
See Matthews China Small Companies Fund (MCSMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Matthews China Small Companies Fund (MCSMX)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 Small Companies-3.87-19.952.61-0.59
Invesco Greater China A (AACFX)2.04-13.203.21-0.93Compare

See top fund managers for China Region Category Funds

 

Compare Matthews China Small Companies Fund (MCSMX)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 Small Companies Fund (MCSMX) Net Asset TrackingMatthews China Small Companies (MCSMX) Fund Net Asset

Track net asset change of Matthews China Small Companies fund (MCSMX)

DateNet Asset
05/2016$19.18M
03/2016$20.16M
02/2016$19.15M
More historic net asset information on Matthews China Small Companies Fund (MCSMX)

  

Graph of Matthews China Small Companies Fund (MCSMX) Portfolio TrackingMatthews China Small Companies (MCSMX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews China Small Companies fund (MCSMX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%99.02%0%0.98%
09/20150%98.7%0%1.3%
Click here to see more historic asset allocation information on Matthews China Small Companies Fund (MCSMX)

 

graph of Matthews China Small Companies Fund (MCSMX) Top 10 Position TrackingTop 10 Holdings in Matthews China Small Companies (MCSMX) Fund

Discover what Matthews China Small Companies Fund (MCSMX) manager is buying

Mar 30, 2016
SUNNY OPTICAL [5.21%]
China Biologic Products, Inc. [4.68%]
YUEXIU TRANSPORT INF [3.78%]
KWG PROPERTY HLDGS [3.65%]
Value Partners Group Ltd [3.52%]
51job, Inc. [3.39%]
China Distance Education Holdin [3.38%]

Dec 30, 2015
China Biologic Products, Inc. [5.59%]
LEES PHARMACEUTICAL [4.37%]
SUNNY OPTICAL [3.68%]
KWG PROPERTY HLDGS [3.6%]
Boer Power Holdings Ltd [3.26%]
YUEXIU TRANSPORT INF [3.08%]
China Distance Education Holdin [2.96%]

Sep 29, 2015
LEES PHARMACEUTICAL [5.19%]
China Biologic Products, Inc. [5.06%]
BOER POWER HOLDINGS LIMITED [4.47%]
WuXi PharmaTech (Cayman) Inc ADR [3.8%]
SUNNY OPTICAL [3.7%]
KWG PROPERTY HLDGS [3.69%]
YUEXIU TRANSPORT INF [3.56%]
Click here for Stock Holding Change Map in Matthews China Small Companies Fund (MCSMX)

  

Latest News on Matthews China Small Companies (MCSMX) Fund

See what is happening with Matthews China Small Companies Fund (MCSMX)

 

Matthews China Small Companies Fund (MCSMX) Related ResourcesSee more information on Matthews China Small Companies (MCSMX) Fund

Popular pages on Matthews China Small Companies (MCSMX) Fund

  

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