Matthews China Investor (MCHFX - MF report) a Zacks Ranked #2 (Buy) was created in February 1998 and is managed by Matthews International Capital Management, LLC. MCHFX seeks long-term capital appreciation. MCHFX invests a lion’s share of its assets in the common and preferred stocks of companies located in China. MCHFX distributes dividends and capital gains annually.
This China Equity fund, as of the last filing, allocates their fund in one major group; Emerging Market. Further, as of the last filing, Tencent Holdings Limited, Ping An Insurance Group and China Mobile Limited were the top holdings for MCHFX.
The Matthews China Investor, managed by Matthews Intl , carries an expense ratio of 1.11. Moreover, MCHFX requires a minimal initial investment of $2,500.
MCHFX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 29.44%, 3 year 12.74% and 5 year 7.09%. To see how this fund performed compared in its category, please click here.
MCHFX’s performance, as of the last filing, when compared to funds in its category was in the top 16% in 1 year, top 57% over the past 3 years, and in the 66% over the past 5 years.
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