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Upturn AI SWOT - About
Matthews China Active ETF (MCH)
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Upturn Advisory Summary
08/29/2025: MCH (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 31.05% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 17.77 - 29.01 | Updated Date 06/29/2025 |
52 Weeks Range 17.77 - 29.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
Matthews China Active ETF
ETF Overview
Overview
The Matthews China Active ETF (MCH) is an actively managed fund focused on investing in Chinese companies. It aims to generate long-term capital appreciation by selecting companies with strong growth potential across various sectors in China.
Reputation and Reliability
Matthews Asia is a well-regarded investment firm specializing in Asian markets. They have a long track record of managing Asian equity funds.
Management Expertise
The management team has significant experience investing in Chinese equities, with expertise in fundamental research and active portfolio management.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation through investments in companies based in China.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting stocks based on fundamental research and analysis rather than tracking a specific index.
Composition The ETF primarily holds stocks of Chinese companies across various sectors, including consumer discretionary, technology, and financials.
Market Position
Market Share: Information on MCH's exact market share is difficult to obtain as it is actively managed and not index-based.
Total Net Assets (AUM): 146122432
Competitors
Key Competitors
- MCHI
- ASHR
- KWEB
- CXSE
Competitive Landscape
The Chinese equity ETF market is competitive. MCH differentiates itself through active management, aiming to outperform passive index-tracking funds. Advantages include potentially higher returns through stock selection, while disadvantages include higher expense ratios and the risk of underperformance relative to the index.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources, considering past performance is not indicative of future results.
Benchmark Comparison: Performance should be compared to benchmarks such as the MSCI China Index to assess the effectiveness of the active management strategy.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume indicates moderate liquidity for the ETF.
Bid-Ask Spread
The bid-ask spread reflects moderate trading costs.
Market Dynamics
Market Environment Factors
Economic growth in China, government regulations, and global trade relations significantly impact MCH.
Growth Trajectory
The growth trajectory depends on the performance of the Chinese economy and the fund manager's stock selection skills. Holdings are actively changed based on market conditions.
Moat and Competitive Advantages
Competitive Edge
MCH's active management strategy and focus on identifying undervalued companies with strong growth potential offer a competitive edge over passive China ETFs. The experienced management team at Matthews Asia, specializing in Asian markets, further enhances its competitive advantage. The fund's ability to adapt to changing market conditions and capitalize on emerging opportunities in the Chinese market provides another key differentiator. However, active management also brings the risk of underperformance.
Risk Analysis
Volatility
MCH's volatility is expected to be higher than broad market ETFs due to its focus on a single country and active management.
Market Risk
Market risk includes economic slowdown in China, regulatory changes, and geopolitical tensions, which can adversely affect the value of the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation from Chinese equities, willing to accept higher volatility for potential outperformance, and comfortable with active management.
Market Risk
MCH is best suited for long-term investors with a higher risk tolerance, seeking exposure to the Chinese market, and believing in the potential of active management.
Summary
Matthews China Active ETF is an actively managed fund aiming for long-term capital appreciation by investing in Chinese companies. Its active strategy differentiates it from passive index trackers but also introduces higher risk and expense. The fund's performance hinges on the fund manager's ability to select high-growth companies and navigate the complexities of the Chinese market. Investors should consider their risk tolerance, investment horizon, and belief in active management when evaluating MCH. This ETF is most appropriate for investors seeking long-term exposure to China, even if it means higher risk.
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 investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share information is based on estimates.
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 China Active ETF
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 China. China includes its administrative and other districts, such as Hong Kong and Macau. The fund seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies.
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.