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Upturn AI SWOT - About
Matthews International Funds (MKOR)
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Upturn Advisory Summary
08/14/2025: MKOR (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 -3.02% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.37 | 52 Weeks Range 19.85 - 28.46 | Updated Date 06/30/2025 |
52 Weeks Range 19.85 - 28.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
Matthews International Funds
ETF Overview
Overview
Matthews International Funds offers actively managed ETFs focusing on emerging markets and Asia, primarily targeting long-term capital appreciation through investments in companies with sustainable growth potential.
Reputation and Reliability
Matthews Asia is a reputable investment firm specializing in Asian markets with a long history and established expertise.
Management Expertise
The management team consists of experienced professionals with in-depth knowledge of Asian economies and company analysis.
Investment Objective
Goal
Achieve long-term capital appreciation by investing in companies in emerging markets and Asia.
Investment Approach and Strategy
Strategy: Actively managed, focusing on bottom-up fundamental research to identify undervalued companies with sustainable growth potential.
Composition Primarily stocks of companies in emerging and frontier Asian markets, across various sectors.
Market Position
Market Share: Varies depending on the specific Matthews ETF and its sector; generally a niche player.
Total Net Assets (AUM): Data Unavailable
Competitors
Key Competitors
- VWO
- IEMG
- EEM
- ASHR
- MCHI
Competitive Landscape
The ETF market in emerging and Asian markets is highly competitive with many established players. Matthews ETFs differentiate themselves with active management and focus on sustainable growth. Competitors offer low-cost, passively managed exposure. Matthews charges higher fees for active management.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: Data Unavailable
Liquidity
Average Trading Volume
Average trading volume varies by ETF; assess individual ETF's prospectus for details.
Bid-Ask Spread
Bid-ask spread varies by ETF and market conditions; check real-time quotes for current spreads.
Market Dynamics
Market Environment Factors
Economic growth in emerging Asia, geopolitical risks, currency fluctuations, and commodity price volatility influence Matthews ETFs.
Growth Trajectory
Growth depends on successful stock selection and the overall performance of Asian economies. Active management leads to fluctuations based on strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Matthews Asia's competitive edge lies in its specialized expertise in Asian markets and its commitment to bottom-up fundamental research. Their investment strategy focusing on sustainable growth companies can potentially generate alpha compared to broad market index funds. Their active management approach is designed to select companies that are well positioned for long-term growth, making it attractive to investors who seek more than just passive exposure to emerging Asia. However, they command higher fees and might not always outperform passive alternatives.
Risk Analysis
Volatility
Emerging markets exposure inherently involves higher volatility due to political and economic uncertainties.
Market Risk
Specific risks include currency risk, regulatory changes, geopolitical tensions, and sector-specific challenges in Asian markets.
Investor Profile
Ideal Investor Profile
Long-term investors seeking exposure to Asian markets and are willing to accept higher risk for potentially higher returns. Investors who believe in active management and fundamental research may find Matthews ETFs appealing.
Market Risk
Suitable for long-term investors seeking growth potential and are comfortable with higher volatility. Less suitable for risk-averse investors or those seeking passive index tracking.
Summary
Matthews International Funds offers actively managed ETFs focused on emerging and frontier Asian markets, aiming for long-term capital appreciation. They are suitable for investors who believe in active management and are comfortable with the higher risks and expenses associated with actively managed emerging markets funds. A key competitive advantage is their specialized expertise in Asia. Potential investors should carefully consider the ETF's investment objective, risks, and expenses before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF prospectuses, FactSet, Bloomberg, Matthews Asia website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is approximate and may vary based on reporting sources.
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 South Korea.
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