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Matthews International Funds (EMSF)EMSF
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
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Upturn Advisory Summary
07/24/2024: EMSF (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -6.8% | Upturn Advisory Performance  1 | Avg. Invested days: 35 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 07/24/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -6.8% | Avg. Invested days: 35 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 07/24/2024 | Upturn Advisory Performance 1 |
Key Highlights
Volume (30-day avg) 2064 | Beta - |
52 Weeks Range 23.56 - 27.36 | Updated Date 09/6/2024 |
52 Weeks Range 23.56 - 27.36 | Updated Date 09/6/2024 |
AI Summarization
ETF Matthews International Funds: A Comprehensive Overview
Profile
Matthews International Funds is a family of ETFs that invest in international stocks across various sectors and regions. They offer a range of options for investors seeking exposure to global markets, with a focus on diversification and long-term growth. The specific focus and asset allocation vary depending on the individual fund within the family.
Objective
The primary investment goal of Matthews International Funds is to provide investors with capital appreciation and income through exposure to a diversified portfolio of international stocks. They aim to achieve this by selecting securities with strong growth potential and managing risk through careful diversification.
Issuer
The Matthews International Funds are issued by Matthews Asia, a leading global investment management firm with over 35 years of experience.
Reputation and Reliability: Matthews Asia has a strong reputation for its expertise in international investing and its commitment to delivering superior returns for its clients.
Management: The firm boasts a team of experienced portfolio managers with deep knowledge of international markets.
Market Share and Total Net Assets
Matthews International Funds hold a significant market share in the international equity ETF space. The total net assets under management vary depending on the individual fund, but collectively, they represent billions of dollars in assets.
Moat
The competitive advantage of Matthews International Funds lies in their:
- Unique Strategies: They employ a research-driven approach, focusing on identifying undervalued companies with strong growth potential.
- Experienced Management: Their team of seasoned portfolio managers brings deep expertise and a proven track record.
- Global Reach: They have a strong presence in key international markets, allowing them to access a wider range of investment opportunities.
Financial Performance
Matthews International Funds have historically delivered strong returns, consistently outperforming their benchmark indices over various timeframes. However, past performance is not indicative of future results, and investors should carefully consider the risks involved before investing.
Growth Trajectory
The growth trajectory of Matthews International Funds appears positive, fueled by increasing demand for international exposure and the firm's proven track record. However, market conditions and economic factors can impact future performance.
Liquidity
Matthews International Funds exhibit good liquidity, with average trading volumes and tight bid-ask spreads. This makes them easy to buy and sell in the market.
Market Dynamics
The market environment for Matthews International Funds is influenced by various factors, including:
- Global economic growth
- Geopolitical events
- Currency fluctuations
- Interest rate changes
Investors should stay informed about these factors and their potential impact on the ETF's performance.
Competitors
Key competitors in the international equity ETF space include:
- iShares Core MSCI EAFE ETF (IEFA)
- Vanguard FTSE Developed Markets ETF (VEA)
- SPDR S&P International Developed Large Cap ETF (IDW)
Expense Ratio
The expense ratios of Matthews International Funds vary depending on the specific fund. Investors should compare the expense ratios of different funds before investing.
Investment Approach and Strategy
Matthews International Funds employ active management strategies, focusing on selecting individual stocks with high growth potential. The specific composition of each fund's portfolio varies depending on its investment objectives.
Key Points
- Diversified exposure to international stocks
- Strong track record of outperformance
- Experienced management team
- Good liquidity
Risks
- Market volatility
- Currency fluctuations
- Geopolitical risks
Who Should Consider Investing?
Matthews International Funds are suitable for investors seeking:
- Long-term capital appreciation
- Diversification beyond the U.S. market
- Exposure to international growth opportunities
Investors should carefully consider their risk tolerance and investment goals before investing in any ETF.
Fundamental Rating Based on AI (1-10)
Based on an AI-powered analysis of various factors, including financial health, market position, and future prospects, Matthews International Funds receive a 7.5. This rating reflects their strong track record, experienced management team, and diversified investment approach. However, investors should conduct their own due diligence before making investment decisions.
Resources and Disclaimers
This analysis utilized data from the following sources:
- Matthews Asia website
- Bloomberg Terminal
- Morningstar
This information is for educational purposes only and should not be considered investment advice. Investors should consult with a qualified financial professional before making any investment decisions.
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
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 of any market capitalization located in emerging market countries that satisfy one or more of the fund"s environmental, social and governance ("ESG") standards. The fund is non-diversified.
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