Morningstar

Matthews Asia Dividend Instl MIPIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Matthews Asia Investment Hub

Morningstar’s Analysis MIPIX

Will MIPIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MIPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MIPIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MIPIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A Manager Leaves Matthews Asia Dividend; Ratings Unchanged

null Robby Greengold

Robby Greengold

Analyst Note

Matthews Asia Dividend's co-lead manager Robert Horrocks stepped off the strategy on Aug. 30, 2024, and will leave the firm at year-end. Donghoon Han, current co-lead manager of Matthews Japan, stepped on as one of the strategy's four comanagers. Kenneth Lowe remains the lead manager. The news does not change the strategy's Morningstar Analyst Ratings.

by Robby Greengold
Published on

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