- What does MCHFX invest in?
- Under typical market conditions, the fund is committed to achieving its investment objective by allocating no less than 80% of its net assets—a figure that encompasses any capital acquired through borrowing for investment purposes—to equity securities, specifically common and preferred stocks, issued by enterprises with significant operations in China. The geographical scope of 'China' extends to include its administrative and other districts, notably Hong Kong. An entity, whether a company or another issuer, is deemed to be 'located' within a particular nation or region—and correspondingly, a security or instrument is classified as originating from that specific country (or Asia more broadly)—should it possess substantial economic or operational ties to that territory.
- What is the expense ratio of MCHFX?
- Matthews China Fund (MCHFX) charges an expense ratio of 1.25%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is MCHFX?
- Matthews China Fund (MCHFX) manages $404.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is MCHFX actively managed or an index fund?
- MCHFX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was MCHFX launched?
- Matthews China Fund (MCHFX) launched in February 1998 and is managed by the fund issuer.
- How has MCHFX performed?
- MCHFX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
