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Matthews Japan Investor (MJFOX) Fund Ranking and Research

Ranking, Research and Recommendation of Matthews Japan Investor (MJFOX) Fund

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

 

Graph of Matthews Japan Investor Fund (MJFOX) ManagerFund Manager - Kenichi Amaki

Fund Manager Information

Fund Manager Tenure: 7.6 years
Fund Family: Matthews Asia Funds
Fund Category: Japan Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Matthews Japan Investor Fund (MJFOX) ProfileMatthews Japan Investor Fund (MJFOX) Profile

Fund Profile and Description

Matthews Japan Investor Fund seeks long-term capital appreciation. Matthews Japan 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 Japan.

 

Matthews Japan Investor (MJFOX) Fund Strength What we like about Matthews Japan Investor (MJFOX) Fund

Data for Matthews Japan Investor Fund (MJFOX) as of May 30, 2016

  • Matthews Japan Investor Fund (MJFOX) management has been with Matthews Japan Investor Fund for 7.6 years
  • Matthews Japan Investor Fund (MJFOX) has good short-term performance (1-year return 5.34% vs -1.27% Japan Stock category median performance)
  • Matthews Japan Investor Fund (MJFOX) has good mid-term performance (3-year return 11.01% vs 8.02% Japan Stock category median performance)
  • Matthews Japan Investor Fund (MJFOX) has good Long-term performance (5-year return 10.34% vs 5.21% Japan Stock category median performance)
  • Asset base in Matthews Japan Investor Fund (MJFOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Matthews Japan Investor Fund (MJFOX) has an annual stock turnover rate of 24.19% vs Japan Stock average of 41.41%. It is good that Matthews Japan Investor management does not trade extensively for its return.
  • Matthews Japan Investor Fund (MJFOX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.07, lower than category average of 13.32
  • Matthews Japan Investor Fund (MJFOX) has a lower expense ratio than its Japan Stock average: 0.99% vs 1.44%
  • Matthews Japan Investor Fund (MJFOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Matthews Japan Investor Fund (MJFOX) Weakness What we are cautious about Matthews Japan Investor (MJFOX) Fund

Data for Matthews Japan Investor Fund (MJFOX) as of May 30, 2016

  • Matthews Japan Investor Fund (MJFOX) ratio of up-years vs down years can be improved
  • Matthews Japan Investor Fund (MJFOX) has a Morningstar rating of 3 and below
See Matthews Japan Investor Fund (MJFOX) performance details as of May 30, 2016

 

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Compare Matthews Japan Investor Fund (MJFOX)Compare with other top Japan Stock category mutual funds

Aadditional top Japan Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Matthews Japan Investor2.905.3411.0110.34
DFA Japanese Small Company I (DFJSX)1.273.398.768.25Compare
Fidelity Japan Smaller Companies (FJSCX)3.114.978.0211.63Compare
T. Rowe Price Japan (PRJPX)5.834.358.168.30Compare

See top fund managers for Japan Stock Category Funds

 

Compare Matthews Japan Investor Fund (MJFOX)Compare with Japan Stock category ETFs

Some Japan Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree Japan SmallCap Dividend ETF (DFJ)0.80%3.17%8.94%
iShares MSCI Japan (EWJ)000
iShares MSCI Japan Small-Cap (SCJ)000
First Trust Japan AlphaDEX ETF (FJP)-1.02%-8.27%5.01%
Deutsche X-trackers MSCI Japan Hedged Eq (DBJP)-10.66%-19.19%6.71%

 

Graph of Matthews Japan Investor Fund (MJFOX) Net Asset TrackingMatthews Japan Investor (MJFOX) Fund Net Asset

Track net asset change of Matthews Japan Investor fund (MJFOX)

DateNet Asset
05/2016$3.17B
03/2016$2.83B
02/2016$2.53B
More historic net asset information on Matthews Japan Investor Fund (MJFOX)

  

Graph of Matthews Japan Investor Fund (MJFOX) Portfolio TrackingMatthews Japan Investor (MJFOX) Fund Portfolio Allocation

Track portfolio allocation change of Matthews Japan Investor fund (MJFOX)

DateCashStockBondOther
03/20160%100%0%0%
12/20150%100%0%0%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Matthews Japan Investor Fund (MJFOX)

 

graph of Matthews Japan Investor Fund (MJFOX) Top 10 Position TrackingTop 10 Holdings in Matthews Japan Investor (MJFOX) Fund

Discover what Matthews Japan Investor Fund (MJFOX) manager is buying

Mar 30, 2016
KAO CORP -NEW [2.96%]
TOYOTA MOTOR CORP LT [2.88%]
PIGEON CORP [2.63%]
M3 INC. [2.6%]
START TODAY CO. [2.6%]
ORIX CORPORATION [2.59%]
TOKIO MARINE ORD [2.51%]
RYOHIN KEIKAKU CO LT [2.5%]
ASAHI INTEC CO LTD [2.4%]

Dec 30, 2015
KAO CORP -NEW [3.13%]
TOYOTA MOTOR CORP LT [2.75%]
TOKIO MARINE ORD [2.61%]
PIGEON CORP [2.6%]
ASAHI INTEC CO LTD [2.48%]
Nihon M&A Center Inc [2.39%]
KEYENCE CORP [2.35%]
RYOHIN KEIKAKU CO LT [2.32%]
HOYA CORP [2.31%]
COOKPAD INC [2.31%]

Sep 29, 2015
KAO CORP -NEW [3.21%]
TOYOTA MOTOR CORP LT [2.92%]
SEVEN & I HOLDINGS C [2.86%]
COOKPAD INC [2.65%]
TOKIO MARINE ORD [2.53%]
SAN A CO LTD [2.51%]
ORIX CORPORATION [2.5%]
Nihon M&A Center Inc [2.4%]
KEYENCE CORP [2.36%]
PIGEON CORP [2.33%]
Click here for Stock Holding Change Map in Matthews Japan Investor Fund (MJFOX)

  

Latest News on Matthews Japan Investor (MJFOX) Fund

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