Matthews China Fund

Matthews China Fund

Matthews China Fund
Last update 2019-07-31 46 Stocks (1 new)
Value $819.00 Mil Turnover 11 %
Top Holdings: BABA(11.48%) HKSE:00700(10.06%) HKSE:00939(4.77%) HKSE:01398(4.76%) HKSE:01336(4.32%)
Guru Portfolio Report Download
EMBED
SMALL CAP
MID CAP
LARGE CAP
MEGA CAP
EMBED

Matthews China Fund Profile

Matthews China Fund was founded in 1998 and has assets amounting to $1.16 billion. Richard H. Gao is the Lead Portfolio Manager. Consumer cyclical, technology, and industrials make up the three main industries in the Fund’s portfolio.

Matthews China Fund Investing Philosophy

Matthews China Fund aims for long-term capital appreciation, and invests at least 80 percent of its assets in companies located in China. The Fund examines several characteristics of companies to gauge sustainable growth possibilities, including number of employees, size and stability of cash flow, and marketing strategies.
EMBED
EMBED

Performance of Matthews China Fund

Year Return % S&P500 % Excess Gain %
2018 -21.42 -5.97 -15.5
2017 59.37 21.71 37.7
2016 -5.17 11.99 -17.2
3-Year Cumulative (2016-2018) 18.76 (5.90/Year) 28.17 (8.62/Year) -9.41 (-2.70/Year)
2015 2.41 1.24 1.2
2014 -4.42 13.47 -17.9
5-Year Cumulative (2014-2018) 16.24 (3.06/Year) 47.23 (8.04/Year) -30.99 (-4.96/Year)
2013 6.84 32.3 -25.5
2012 11.96 15.99 -4
2011 -18.93 1.9 -20.8
2010 15.77 15.05 0.7
2009 78.3 26.35 52
10-Year Cumulative (2009-2018) 132.69 (8.81/Year) 234.67 (12.84/Year) -101.96 (-4.01/Year)
2008 -48.95 -36.79 -12.2
2007 70.14 5.14 65
2006 64.81 15.85 49
2005 6.91 4.83 2.1
2004 3.88 10.7 -6.8
15-Year Cumulative (2004-2018) 269.93 (9.11/Year) 199.02 (7.58/Year) 70.91 (1.53/Year)
2003 65 28.19 36.8
2002 -7.52 -21.58 14.1
2001 20.91 -11.76 32.7
2000 -6.69 -9.75 3.1
1999 47.11 20.4 26.7

Commentaries and Stories

  • 1

Top Ranked Articles

  • 1