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Upturn AI SWOT - About
Matthews Emerging Markets Ex China Active ETF (MEMX)
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Upturn Advisory Summary
04/01/2025: MEMX (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 6.77% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2161 | Beta - | 52 Weeks Range 27.31 - 31.46 | Updated Date 04/1/2025 |
52 Weeks Range 27.31 - 31.46 | Updated Date 04/1/2025 |
Upturn AI SWOT
Matthews Emerging Markets Ex China Active ETF
ETF Overview
Overview
Matthews Emerging Markets Ex China Active ETF is an actively managed fund focusing on emerging markets, excluding China, aiming for long-term capital appreciation through investments in companies with sustainable growth potential.
Reputation and Reliability
Matthews Asia is a well-regarded investment manager specializing in Asia and emerging markets, known for its deep understanding of the region.
Management Expertise
The management team has extensive experience in emerging markets investing, utilizing a bottom-up, research-driven approach.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies located in emerging markets, excluding China.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on fundamental research and sustainable growth prospects.
Composition Primarily invests in equities of companies located in emerging markets, excluding China. The fund may also invest in related sectors and industries that benefit from emerging market growth.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 44450000
Competitors
Key Competitors
- VWO
- IEMG
- EEM
Competitive Landscape
The emerging markets ETF space is highly competitive, with established index-tracking ETFs like VWO and IEMG dominating market share. MEMX differentiates itself through its active management approach excluding China. This allows it to focus on specific growth opportunities, however it also faces challenges in consistently outperforming passively managed index funds with lower expense ratios.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which may impact ease of trading large quantities.
Bid-Ask Spread
The bid-ask spread can vary but may be wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets (excluding China), global trade policies, commodity prices, and political stability within these nations influence the ETF's performance.
Growth Trajectory
The growth trajectory of MEMX depends on its ability to identify and capitalize on growth opportunities in the remaining Emerging markets as well as shifts in macroeconomic factors, with a focus on sectors like technology, consumer discretionary, and financials.
Moat and Competitive Advantages
Competitive Edge
MEMX offers a unique proposition by providing exposure to emerging markets *excluding* China, enabling investors to tailor their emerging market allocation. The fund's active management aims to outperform passive indices through stock selection based on fundamental research and sustainable growth. Matthews Asia's deep expertise in Asia and emerging markets provides an additional advantage.
Risk Analysis
Volatility
Volatility will be inherent given investment in emerging markets, and can depend on specific holdings and market events.
Market Risk
Emerging markets present specific risks, including political instability, currency fluctuations, and regulatory changes, which can impact investment value.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to emerging markets *excluding* China, with a willingness to accept higher volatility for potentially higher returns, and those who believe in active management.
Market Risk
Suitable for long-term investors with a moderate to high risk tolerance and a desire for diversification within emerging markets, specifically excluding China.
Summary
Matthews Emerging Markets Ex China Active ETF (MEMX) provides targeted exposure to emerging markets outside of China through active management. Its unique focus offers diversification benefits but also involves higher risks associated with emerging markets and active stock selection. The ETF's success hinges on the fund manager's ability to identify and invest in companies with strong growth prospects. As an actively managed ETF, MEMX presents potentially higher returns while also bearing higher expenses. Investors should carefully consider their risk tolerance and investment goals before investing.
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Sources and Disclaimers
Data Sources:
- matthewsasia.com
- etf.com
- sec.gov
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on AUM approximations and may not be precise.
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 Emerging Markets Ex China Active ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 located in emerging market countries excluding China. The fund may also invest in companies located in developed countries or China; however, the fund may not invest in any company located in a developed country or China if, at the time of purchase, more than 20% of the fund"s assets are invested in a combination of developed market and Chinese companies.
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