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Matthews International Funds(JPAN)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for JPAN
10/28/2026: JPAN (2-star) has a low Upturn Star Rating. Not recommended to BUY.
JPAN provides actively managed exposure to Japanese equities, targeting high-quality firms through bottom-up research rather than passively tracking an index. Its key strengths include the regional expertise of the issuer, Matthews Asia, and a focus on fundamental quality that aims to outperform standard market-cap-weighted benchmarks. The fund is best used as a specific tool for investors seeking alpha in the Japanese market. Primary risks include currency volatility, higher expense ratios compared to passive alternatives, and lower liquidity. It is most suitable for long-term investors comfortable with single-country risk and the potential for manager underperformance versus passive strategies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on identifying companies with sustainable growth potential within the Japanese market. |
| Momentum investor | Mixed fit | Active management may not capture short-term momentum as effectively as a broad index fund while the signal remains positive. |
| Value investor | Strong fit | The bottom-up research process often uncovers undervalued opportunities overlooked by passive strategies. |
| Dividend/Income investor | Mixed fit | While it holds equities, the primary goal is capital appreciation rather than dividend income maximization. |
| Low-risk investor | Weak fit | International equity investments carry inherent volatility and currency risk that may exceed low-risk mandates. |
Investor Profile
Ideal Investor Profile
Investors seeking specific, professionally managed exposure to Japanese equities who believe active management can add value over index tracking.
Suitability
Best for long-term investors who can withstand short-term volatility and are specifically looking to tilt their international portfolio towards Japan.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equity investments in a single foreign market are subject to significant price fluctuations. |
| Market risk | High | The fund is sensitive to the overall performance of the Japanese economic and equity climate. |
| Concentration | Medium | Active selection may lead to sector or stock weights that differ significantly from a broad index. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to consistently outperform to provide value over passive options. |
| Liquidity | Medium | Lower average daily volume can lead to higher trading costs for investors. |
| Business/sector quality | Low | Focusing on high-quality companies may help mitigate fundamental business risks over time. |
Risk Analysis
Volatility
JPAN exhibits volatility consistent with foreign, single-country equity funds, influenced by both stock-specific risks and macroeconomic factors in Japan.
Market Risk
The fund is subject to the inherent risks of the Japanese economy, including demographic shifts, monetary policy changes, and international trade sensitivity.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Japanese Equity Markets | 98 | Provides direct exposure to the Japanese economy through a selection of equity securities. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents liquid assets held for operational efficiency and trade settlement. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 0.51% | Avg. Invested days 61 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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