Morningstar

Matthews Japan Investor MJFOX Fund Analysis

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

Morningstar’s Analysis MJFOX

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

  • People Pillar

    The People Pillar is our evaluation of the MJFOX 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 MJFOX’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

Unlock our full analysis with Morningstar Investor

Sponsor Center