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Upturn AI SWOT - About
Matthews International Funds (ASIA)
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Upturn Advisory Summary
08/14/2025: ASIA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.24% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.70 - 30.04 | Updated Date 06/30/2025 |
52 Weeks Range 22.70 - 30.04 | Updated Date 06/30/2025 |
Upturn AI SWOT
Matthews International Funds
ETF Overview
Overview
Matthews International Funds offers various ETFs focused on emerging and frontier markets, primarily Asia. The ETFs target specific geographic regions and investment strategies within these markets, emphasizing long-term growth.
Reputation and Reliability
Matthews Asia is a reputable and well-established investment manager specializing in Asia, with a long track record in the region.
Management Expertise
The management team comprises experienced professionals with deep knowledge of Asian markets and investment strategies.
Investment Objective
Goal
To provide long-term capital appreciation by investing in Asian equity markets.
Investment Approach and Strategy
Strategy: Actively managed ETFs focusing on specific regions or sectors within Asia.
Composition Primarily holds stocks of companies located in or with significant exposure to Asian markets.
Market Position
Market Share: Varies depending on the specific ETF and its focus within the Asian market.
Total Net Assets (AUM): Varies depending on the specific ETF and its performance.
Competitors
Key Competitors
- VWO
- EEM
- IEMG
- SCHE
Competitive Landscape
The Asian ETF market is highly competitive, with many established players offering broad and targeted exposure. Matthews Asia differentiates itself through its deep regional expertise and active management approach, which provides an advantage for investors seeking outperformance, but may come with higher fees compared to passively managed funds. Larger competitors offer lower expense ratios and greater liquidity.
Financial Performance
Historical Performance: Historical performance data varies by ETF, reflecting the performance of underlying Asian markets.
Benchmark Comparison: Performance is typically compared to broad Asian market indices like the MSCI Emerging Markets Asia Index or specific country indices.
Expense Ratio: Expense ratios vary by ETF, generally ranging from 0.59% to 0.90%.
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF, some of the ETFs in the suite have a lower average trading volume than some of its competitors.
Bid-Ask Spread
Bid-ask spread varies depending on the specific ETF's trading volume and market conditions.
Market Dynamics
Market Environment Factors
Asian market performance is influenced by economic growth rates, geopolitical events, and regulatory changes in the region.
Growth Trajectory
Matthews International Funds' growth depends on investor interest in Asian markets and the performance of its actively managed strategies. Strategic adjustments may include changes in sector or country allocation.
Moat and Competitive Advantages
Competitive Edge
Matthews Asia's competitive edge lies in its deep knowledge and experience in Asian markets. Its actively managed strategies aim to outperform passive benchmarks by leveraging local insights and bottom-up stock selection. The firm's long-term focus and commitment to the region differentiate it from competitors. However, these advantages are offset by higher expense ratios compared to passively managed competitors.
Risk Analysis
Volatility
Volatility reflects the inherent risk of investing in emerging and frontier markets, which can be higher than developed markets.
Market Risk
Specific risks include political instability, currency fluctuations, and regulatory changes in the Asian markets.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through exposure to Asian markets, willing to accept higher risk and potentially higher fees for active management.
Market Risk
Best suited for long-term investors with a high-risk tolerance who believe in the potential of Asian markets and the value of active management.
Summary
Matthews International Funds provides investors with a range of ETFs focused on Asian markets. It offers a strategic approach to Asian equity markets through actively managed funds. The funds are suited for long-term investors seeking exposure to Asian growth. However, investors need to be aware of the higher expense ratios compared to passively managed competitors and the potential volatility associated with emerging markets. Understanding the overall market environment is critical for informed investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Matthews Asia Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Matthews International Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Asia excluding Japan, but including all other developed, emerging, and frontier countries and markets in the Asian region.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.