Mutual Fund Insights: Matthews Japan Fund (MJFOX)

In-depth Analysis of Matthews Japan Fund (MJFOX)

3 months 6 months 1 year 3 year 5 year

See Matthews Japan Fund (MJFOX) performance details as of January 31, 2010

  

Last Trade: $11.18 on 3/18/2010, Change: -0.04 (-0.36%)

  

Fund Manager - Taizo Ishida

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

Ishida is a Portfolio Manager at Matthews. Prior to joining Matthews in 2006, He spent six years on the global and international teams at Wellington Management Company as a Vice President and Portfolio Manager. From 1997 to 2000, he was a Senior Securities Analyst and a member of the international investment team at USAA Investment Management Company. From 1990 to 1997, he was a Principal and Senior Research Analyst at Sanford Bernstein & Co.  Get more insights on Taizo Ishida

  

 What we like about Matthews Japan Fund (MJFOX)

Data for Matthews Japan Fund (MJFOX) as of January 31, 2010

• Matthews Japan Fund (MJFOX) management has been with Matthews Japan Fund for 3.5 years
• Matthews Japan Fund (MJFOX) has good mid-term performance (3-year return -11.25% vs -15.09% Japan Stock category average)
• Matthews Japan Fund (MJFOX) ratio of up-years vs down years is greater than 2
• Matthews Japan Fund (MJFOX) has an annual stock turnover rate of 89.00% vs Japan Stock average of 172.68%. It is good that Matthews Japan management does not trade extensively for its return.
• Matthews Japan Fund (MJFOX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.62, lower than category average of 23.33
• Matthews Japan Fund (MJFOX) has a lower management fee than its Japan Stock average: 1.23% vs 1.81%
• Matthews Japan Fund (MJFOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Matthews Japan Fund (MJFOX)

Data for Matthews Japan Fund (MJFOX) as of January 31, 2010

• Matthews Japan Fund is a focused fund with 37.81% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Matthews Japan Fund (MJFOX) has a less-than-ideal short-term performance (1-year return 23.00% vs 24.15% Japan Stock category average)
• Matthews Japan Fund (MJFOX) has a less-than-ideal Long-term performance (5-year return -5.02% vs -4.74% Japan Stock category average)
• Matthews Japan Fund (MJFOX) has a Morningstar rating of 3 and below

See Matthews Japan Fund (MJFOX) performance details as of January 31, 2010

  

  

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Matthews Japan Fund (MJFOX) Net Asset

Track net asset change of Matthews Japan fund (MJFOX)

Date	Net Asset
01/2010	$89.16M
11/2009	$88.69M
10/2009	$92.25M

More historic net asset information on Matthews Japan Fund (MJFOX)

  

Matthews Japan Fund (MJFOX) Portfolio Allocation

Track portfolio allocation change of Matthews Japan fund (MJFOX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0%	100%	0%	0%
03/2009	0%	100%	0%	0%

Click here to see more historic asset allocation information on Matthews Japan Fund (MJFOX)

  

Most Recent Top 10 Holdings in Matthews Japan Fund (MJFOX)

Discover what Matthews Japan Fund (MJFOX) manager is buying

30-Sep-09 Nidec Corp [5.05%] Softbank Corporation [5%] Toshiba Corporation [4.83%] Japan Steel Works [4.46%] Toshiba Plant Systems & Services [3.16%] Daimei Telecom Engineering [3.09%] NTT DoCoMo, Inc. [3.07%] Orix [3.07%] Sysmex Corp [3.06%] Pigeon [3.02%]

30-Jun-09 Softbank Corporation [5.55%] NIDEC CORPORATION [3.97%] NSD [3.75%] Toshiba Machine [3.18%] GOURMET NAVIGATOR INCORPORATED [3.04%] Kyocera Corporation [2.96%] Fuji Heavy Industries [2.87%] TOSHIBA PLANT SYSTEMS & SERVICES CORP. [2.85%] DAIMEI TELECOM ENGINEERING CORP. [2.81%] Inpex Holdings Inc. [2.56%]

31-Mar-09 Fanuc Ltd. [4.08%] Itochu Corp. [3.79%] PIGEON CORPORATION [3.31%] Chuo Mitsui Trust Holdings, Inc. [3.16%] DAIMEI TELECOM ENGINEERING CORP. [3.14%] Softbank Corporation [3.07%] Honda Motor Company [3.03%] GOURMET NAVIGATOR INCORPORATED [2.83%] NTT DoCoMo, Inc. [2.63%] SYSMEX CORPORATION [2.57%]

Click here for Stock Holding Change Map in Matthews Japan Fund (MJFOX)

  

Related books and products to Matthews Japan Fund (MJFOX)

  

Latest News on Matthews Japan (MJFOX)

See what is happening with Matthews Japan Fund (MJFOX)

Lisa Twaronite's This Week in Japan: Japan is more than a 'contrarian' story (at MarketWatch) See more news on Matthews Japan Fund (MJFOX)

 

Books and Resources

 

 

See more information on Matthews Japan Fund (MJFOX)

• Matthews Japan Fund Insights
• Matthews Japan Fund Performance Data
• Matthews Japan Fund News
• Matthews Japan Fund Score Explaination
• Matthews Japan Fund Manager Information
• Historic Matthews Japan Fund Asset Allocation Report
• Historic Matthews Japan Fund Top 10 Holding Tracking
• Historic Matthews Japan Fund Asset Under Management Tracking