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Upturn AI SWOT - About
Matthews International Funds (ASIA)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -6.82% | Avg. Invested days 30 | 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 06/30/2025 |
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 offer exposure to specific Asian markets, focusing on long-term growth and income opportunities within the region. They provide actively managed strategies tailored to the unique characteristics of Asian economies.
Reputation and Reliability
Matthews Asia is a specialist investment manager with a long history of investing in Asia. It's known for its focus and expertise in the region.
Management Expertise
The management team comprises experienced professionals with in-depth knowledge of Asian markets and investment strategies.
Investment Objective
Goal
To provide long-term capital appreciation by investing in Asian companies.
Investment Approach and Strategy
Strategy: Actively managed portfolios focused on identifying companies with sustainable growth potential in Asia.
Composition Primarily invests in equities of companies domiciled in or with significant economic ties to Asian countries.
Market Position
Market Share: Varies significantly depending on the specific Matthews International Fund and the Asian market segment it targets.
Total Net Assets (AUM): Varies by individual fund within the Matthews International Funds family. Provide specific AUM for fund being analyzed.
Competitors
Key Competitors
- EWT
- VWO
- IEMG
- FXI
Competitive Landscape
The Asian ETF market is competitive, with numerous passive and active strategies. Matthews benefits from its specialized regional expertise. However, passive ETFs often have lower expense ratios, posing a challenge.
Financial Performance
Historical Performance: Performance varies greatly by fund. Specific fund performance data (annualized returns for 1, 3, 5, and 10 years) should be included as a numerical array.
Benchmark Comparison: Benchmark comparison depends on the specific fund's objective. Common benchmarks include the MSCI Emerging Markets Asia Index or similar regional indexes. Specific data is required.
Expense Ratio: Expense ratios vary by fund but are generally higher due to active management. Provide specific expense ratios for the fund analyzed.
Liquidity
Average Trading Volume
Liquidity depends on the specific fund; trading volume is a factor to consider.
Bid-Ask Spread
Bid-ask spreads can vary and should be monitored to gauge trading costs.
Market Dynamics
Market Environment Factors
Economic growth in Asia, geopolitical events, currency fluctuations, and regulatory changes all significantly impact Matthews International Funds.
Growth Trajectory
Growth trends depend on the specific fund and its investment strategy. The company may shift holdings and strategies based on market conditions and outlook.
Moat and Competitive Advantages
Competitive Edge
Matthews Asia's competitive edge lies in its deep expertise in Asian markets, active management approach, and focus on identifying long-term growth opportunities. This specialized knowledge allows them to potentially outperform passive indices. Active management allows for strategic adjustments based on market dynamics and company-specific research. Their experience in navigating complex regulatory environments within Asia is also an advantage.
Risk Analysis
Volatility
Volatility is inherent in Asian markets. Emerging markets, in general, will experience higher volatility.
Market Risk
Currency risk, political instability, regulatory changes, and economic downturns in Asian countries can all negatively impact fund performance.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation through exposure to Asian markets and who are comfortable with higher levels of volatility. Investors who desire active management to potentially outperform market indices.
Market Risk
Best suited for long-term investors who are comfortable with the risks associated with emerging markets and willing to accept potentially higher volatility.
Summary
Matthews International Funds provide a specialized approach to investing in Asian markets through active management. Their in-depth regional expertise may deliver positive results. However, investors must consider the higher expense ratios and inherent risks associated with emerging market investments. Suitable for long-term investors seeking growth in Asia, the Funds necessitate due diligence.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Matthews Asia Website
- ETF Database
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investments in emerging markets involve risks, including currency fluctuations, political instability, and economic uncertainty.
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.