Matthews Mutual Funds List
Here you can find all mutual funds issued by Matthews and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 1.19%
- Avg. 1 Year Return
- 49.44%
- Avg. 5 Year Return
- 4.82%
- Median Risk/Return Score
- 89 / 100
Matthews Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Matthews Pacific Tiger Fund | Asia Pacific Equities | Sep 11, 1994 | 1.09% | 34.83% | 6.89% | 1.73% | 92 | ||||||||
| Matthews Asia ESG Fund | Asia Pacific Equities | Apr 29, 2015 | 1.24% | 44.40% | 12.71% | 3.87% | 90 | ||||||||
| Matthews Asia Innovators Fund | Asia Pacific Equities | Dec 26, 1999 | 1.18% | 64.99% | 16.31% | 0.00% | 97 | ||||||||
| Matthews China Fund | China Equities | Feb 18, 1998 | 1.12% | -0.58% | 7.18% | 1.36% | 15 | ||||||||
| Matthews China Small Companies Fund | China Equities | May 30, 2011 | 1.41% | 39.95% | 13.62% | 1.59% | 91 | ||||||||
| Matthews Emerging Markets Equity Fund | Emerging Markets Diversified | Apr 29, 2020 | 1.08% | 35.94% | — | 2.19% | 89 | ||||||||
| Matthews India Fund | Asia Pacific Equities | Oct 30, 2005 | 1.15% | -13.05% | 5.50% | 7.77% | 1 | ||||||||
| Matthews Japan Fund | Japan Equities | Dec 30, 1998 | 1.05% | 17.30% | 9.11% | 1.67% | 29 | ||||||||
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | Sep 14, 2008 | 1.37% | 24.38% | 11.64% | 1.20% | 45 |
Explore top Matthews Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Matthews Mutual funds by Risk/Return Score
The top Matthews Mutual funds by PortfoliosLab Risk/Return Score are MATFX (97) and MAPTX (92).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Matthews Asia Innovators Fund | 97 | — | Dec 1999 | |
| Matthews Pacific Tiger Fund | 92 | — | Sep 1994 | |
| Matthews China Small Companies Fund | 91 | — | May 2011 | |
| Matthews Asia ESG Fund | 90 | — | Apr 2015 | |
| Matthews Emerging Markets Equity Fund | 89 | — | Apr 2020 |
Best-Performing Matthews Mutual funds Over 5 Years
The top Matthews Mutual funds is MATFX (10.91%).
Across the lineup, Matthews Mutual funds show an average 1-year return of 49.44% and an average 5-year return of 4.82%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Matthews Asia Innovators Fund | 10.91% | — | Dec 1999 | |
| Matthews Emerging Markets Equity Fund | 8.67% | — | Apr 2020 | |
| Matthews Japan Fund | 8.66% | — | Dec 1998 | |
| Matthews Asia ESG Fund | 8.64% | — | Apr 2015 | |
| Matthews Emerging Markets Small Companies Fund | 8.37% | — | Sep 2008 |
Lowest-Cost Matthews Mutual funds
The top Matthews Mutual funds is MJFOX (1.05%).
With an average expense ratio of 1.19%, Matthews Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Matthews Japan Fund | 1.05% | — | Dec 1998 | |
| Matthews Emerging Markets Equity Fund | 1.08% | — | Apr 2020 | |
| Matthews Pacific Tiger Fund | 1.09% | — | Sep 1994 | |
| Matthews China Fund | 1.12% | — | Feb 1998 | |
| Matthews India Fund | 1.15% | — | Oct 2005 |
Highest-Yield Matthews Mutual funds
The top Matthews Mutual funds is MINDX (7.77%).
Across the lineup, Matthews Mutual funds show an average dividend yield of 2.38%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Matthews India Fund | 7.77% | — | Oct 2005 | |
| Matthews Asia ESG Fund | 3.87% | — | Apr 2015 | |
| Matthews Emerging Markets Equity Fund | 2.19% | — | Apr 2020 | |
| Matthews Pacific Tiger Fund | 1.73% | — | Sep 1994 | |
| Matthews Japan Fund | 1.67% | — | Dec 1998 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
MINDX vs. INDAMINDX vs. WAINXMINDX vs. INDYMINDX vs. EELVMINDX vs. INDEMSMLX vs. GSINXMSMLX vs. HSCZMSMLX vs. FEDDXMSMLX vs. GQGPXMSMLX vs. VEMAXMCHFX vs. SMHMCHFX vs. ENTIXMCHFX vs. CQQQMCHFX vs. SCHGMCHFX vs. KWEBMATFX vs. EEMAMATFX vs. MSFTMATFX vs. SPYMATFX vs. AVDVMATFX vs. FSEAXMCSMX vs. KWEBMCSMX vs. GOPIXMCSMX vs. OBCHXMCSMX vs. ICHKXMCSMX vs. XIC.TOMAPTX vs. ASIAMAPTX vs. VOOMAPTX vs. PRIDXMAPTX vs. ASIAXMAPTX vs. PAAOXMASGX vs. HAWXMASGX vs. FERIXMASGX vs. PAAOXMASGX vs. VPKIXMASGX vs. VWOMJFOX vs. EWJMJFOX vs. EWJVMJFOX vs. CNKY.LMJFOX vs. GSJYMJFOX vs. FJPIXMEGMX vs. SPYMEGMX vs. ASIAMEGMX vs. BADEXMEGMX vs. WAEMXMEGMX vs. EFEIX