| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
5
4
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#1 in China Region
U.S. News evaluated 30 China Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Matthews Asia Funds funds
Performance
The fund has returned 16.08 percent over the past year, and 10.40 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.5% |
| 1 Year | 16.1% |
| 3 Years (Annualized) | 10.4% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return with an emphasis on providing current income. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in dividend-paying equity securities of companies located in China and Taiwan. It may also invest in convertible debt and equity securities.
Fees
Fees are Above Average compared to funds in the same category.
Matthews China Dividend Fund has an expense ratio of 1.29 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
