Morningstar

Matthews Japan Active ETF JPAN

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

Morningstar’s Analysis JPAN

Will JPAN 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 JPAN’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JPAN 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 JPAN’s parent organization’s priorities and whether they’re in line with investors’ interests.

The current team is still settling in.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Matthews Japan’s current co-lead managers have only been at the helm together for roughly nine months, have reasonable rather than superior credentials, and haven’t changed the approach. Thus, the strategy—which includes a mutual fund and an active exchange-traded fund—retains its Average People rating and its Above Average Process rating.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings JPAN

More JPAN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Keyence Corp

4.95 199,034
Technology

Hitachi Ltd

4.70 188,709
Industrials

Shin-Etsu Chemical Co Ltd

4.53 182,028
Basic Materials

Fast Retailing Co Ltd

4.28 171,870
Consumer Cyclical

Sony Group Corp

4.24 170,214
Technology

ITOCHU Corp

4.15 166,788
Industrials

Tokio Marine Holdings Inc

4.12 165,720
Financial Services

ORIX Corp

4.10 164,967
Financial Services

ASICS Corp

3.07 123,360
Consumer Cyclical

Terumo Corp

2.88 115,862
Healthcare

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