About MEGMX
Matthews Emerging Markets Equity Fund Investor Class Shares is a diversified mutual fund focused on delivering long-term capital appreciation by investing primarily in equities of companies located in emerging market countries. The fund typically allocates at least 80% of its net assets to common and preferred stocks across a broad array of emerging economies, including those in Asia, Latin America, and other developing regions, though it may concentrate a significant portion of assets in individual countries such as China.
Portfolio management combines a macroeconomic framework with rigorous fundamental analysis to guide stock selection and portfolio construction. The investment strategy emphasizes companies exhibiting strong earnings growth and attractive valuations based on price-to-earnings analysis, while maintaining robust risk management to control overall volatility and beta exposure.
Key holdings often feature major emerging market corporates in technology, financial services, and consumer sectors, such as Taiwan Semiconductor Manufacturing, Tencent Holdings, and HDFC Bank. The fund operates with an average expense ratio for its category and provides investors with exposure to the dynamic and often volatile growth potential of emerging markets, while also acknowledging the risks associated with social, political, and regulatory environments in these regions.
Fund Family Matthews Asia Funds
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol MEGMX
Share Class Investor Class Shares
Index MSCI EM (Emerging Markets) TR USD
MEGMX had a total return of 21.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.82%.
