Matthews China
Four Embarcadero Center Suite 550 San Francisco, CA 94111
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Phone: 800-789-2742
| Category: | Pacific/Asia ex-Japan Stk | | Fund Family: | Matthews Asian Funds | | Net Assets: | 1.01B | | Year-to-Date Return: | -38.66% | | Yield: | 0.42% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Feb-98 |
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Richard H. Gao
Lead Manager since
01-Jan-99 | | | Gao joined Matthews in 1997 as a China Analyst and is currently a Portfolio Manager. He began his career at the Bank of China in 1989, first as a Loan Officer, then as a FOREX Trader in the Treasury Department. In 1993, he became Assistant Manager at the Bank of China, where he was in charge of FOREX trading for import export companies. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total 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. |
| Last Dividend
(6-Dec-07):
| 0.11 | | Last Cap Gain
(6-Dec-07):
| 1.37 | | Annual Holdings Turnover
| 22.00% | | Average for Category:
| 90.72% |
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| Expense | MCHFX | Category
Avg | | Total Expense Ratio: | 1.17%
| 1.91% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.30% | | Max Deferred Sales Load: | 0.00%
| 2.60% | | 3 Yr Expense Projection*: |
$372 | $1,013 | | 5 Yr Expense Projection*: |
$644 | $1,427 | | 10 Yr Expense Projection*: |
$1,420 | $2,761 |
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11.08% Nasdaq 0.00%
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