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Matthews China Discovery Active ETF (MCHS)
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Upturn Advisory Summary
11/07/2025: MCHS (1-star) is currently NOT-A-BUY. Pass it for now.
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 17.29% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.88 - 31.28 | Updated Date 06/30/2025 |
52 Weeks Range 21.88 - 31.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
Matthews China Discovery Active ETF
ETF Overview
Overview
The Matthews China Discovery Active ETF (MCHI) is an actively managed fund focusing on small- and mid-cap Chinese companies, aiming for long-term capital appreciation through bottom-up stock selection.
Reputation and Reliability
Matthews Asia is a well-regarded investment manager specializing in Asian markets with a long track record.
Management Expertise
Matthews Asia's management team has significant experience in investing in Asian equities, including China.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in small- and mid-cap companies in China.
Investment Approach and Strategy
Strategy: Actively managed, bottom-up stock selection focusing on companies with strong growth potential.
Composition Primarily holds stocks of small- and mid-sized Chinese companies.
Market Position
Market Share: Data is unavailable for direct market share.
Total Net Assets (AUM): 73620000
Competitors
Key Competitors
- ASHR
- CXSE
- KBA
Competitive Landscape
The ETF market focused on China is competitive. MCHI competes with both active and passive funds. MCHI's active management provides potential for outperformance but carries higher expense ratios. Passive funds tend to have lower fees but track broad market indices, potentially missing specific growth opportunities targeted by MCHI.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison would require comparing MCHI's performance against a relevant small- to mid-cap China index.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume needs to be checked on financial websites, such as Bloomberg or Yahoo Finance, for up to date information.
Bid-Ask Spread
The bid-ask spread needs to be checked on financial websites, such as Bloomberg or Yahoo Finance, and it varies depending on market conditions.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes, and global market sentiment influence MCHI's performance. Sector growth prospects within China also play a significant role.
Growth Trajectory
MCHI's growth depends on its ability to identify and invest in promising small- and mid-cap Chinese companies. Changes in holdings reflect the manager's evolving investment thesis.
Moat and Competitive Advantages
Competitive Edge
MCHI's active management and focus on small- and mid-cap companies offer potential for outperformance compared to broad market ETFs. Matthews Asia's expertise in Asian markets and bottom-up research approach are key advantages. The fund targets companies with strong growth potential that might be overlooked by larger, passive funds. This niche focus allows for a more targeted investment strategy within the Chinese market.
Risk Analysis
Volatility
MCHI's volatility depends on the volatility of its underlying holdings, typically small- and mid-cap Chinese stocks. Data should be sourced from financial websites.
Market Risk
MCHI is exposed to market risk in China, including regulatory risks, economic slowdown, and geopolitical tensions.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a higher risk tolerance and a desire for exposure to China's growth potential through small- and mid-cap companies.
Market Risk
MCHI is more suitable for long-term investors who are comfortable with the volatility associated with emerging markets and active management.
Summary
Matthews China Discovery Active ETF is an actively managed fund focused on small- and mid-cap Chinese companies. It aims for long-term growth, leveraging Matthews Asia's expertise in Asian markets. Its active management approach allows for targeted stock selection, but also results in a higher expense ratio compared to passive ETFs. The fund is best suited for investors with a long-term horizon and a higher risk tolerance seeking exposure to the Chinese growth story.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Matthews Asia Website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Consult a financial advisor before making any investment decisions.
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 Discovery Active ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the Matthews China Discovery Active ETF seeks to achieve its investment objective by investing at least 65% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of small companies. In addition, at least 80% of the fund"s net assets, which includes borrowings for investment purposes, will be invested in the common and preferred stocks of companies located in China. The fund is non-diversified.
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