- 11 августа 2016, 16:53
- Zacks Investment Research
Matthews Pacific Tiger Investor Fund (MAPTX) a Zacks Rank #2 (Buy) was incepted in September 1994 and is managed by Matthews International Capital Management, LLC. MAPTX seeks long-term capital appreciation. MAPTX invests at least 80% of its assets in the common and preferred stocks of companies located in the Pacific Tiger countries.
This Pacific - Equity product, as of the last filing, allocates their fund in four major groups; Emerging Market, High Yield Bond, Large Growth and Foreign Stock. Further, as of the last filing, NHN Corp, Dongbu Insurance Co Ltd and Baidu Inc SP ADR were the top holdings for MAPTX.
The Matthews Pacific Tiger Investor fund, managed by Matthews Asia, carries an expense ratio of 1.07%. Moreover, MAPTX requires a minimal initial investment of $2,500.
MAPTX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 6.57% and 5 year 4.34%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
MAPTX’s performance, as of the last filing, when compared to funds in its category was in the top 33% in 1 year, top 17% over the past 3 years, and in the 20% over the past 5 years.
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