Intro Guide To The Matthews India Investor Fund (MINDX)

Matthews India Investor (MINDX - MF report) a Zacks Ranked #1 (Strong Buy) seeks to achieve its investment objective by investing a large portion of its total assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. MINDX seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies, including balance sheet information; number of employees; size and stability of cash flow; management's depth, adaptability and integrity; product lines; marketing strategies; corporate governance; and financial health.

This Pacific - Equity fund, as of the last filing, allocates their fund in two major groups; Emerging Market and Small Value. As of the last filing its top holdings were; Shriram City Union Finance Ltd., ITC Ltd. (ITC) and Taro Pharmaceutical Inds. Ltd. (TARO).

The Matthews India Investor fund, managed by Matthews Intl., carries an expense ratio of 1.12, and requires a minimal initial investment of $2,500.

MINDX 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 37.04%, 3 year 27.60%, and 5 year 11.88%. To see how this fund performed compared in its category, please click here.

MINDX’s performance, as of the last filing, when compared to funds in its category was in the top 4% in 1 year, top 3% over the past 3 years, and in the 15% over the past 5 years.

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