About MICHX
Matthews China Small Companies Fund Institutional Class is a mutual fund focused on investing in the equities of smaller, entrepreneurial companies within China. The fund seeks to capture growth opportunities in China's dynamic and fast-evolving economy by targeting firms that are typically under-researched and not widely owned by larger investors. Its portfolio is diversified across sectors such as consumer discretionary, technology, industrials, and healthcare, with an emphasis on businesses leveraged to rising domestic consumption and innovation trends in China. The fund follows a bottom-up investment approach, aiming to identify high-quality companies with sustainable growth prospects, robust management teams, and strong competitive advantages. By concentrating its investments in the small-cap segment, the fund offers exposure to parts of China’s economy that can benefit from structural reforms and rising entrepreneurship. This strategy provides investors with access to a segment of the Chinese market known for higher growth potential but also increased volatility and risk, playing a unique role in diversified international equity portfolios seeking targeted exposure to China’s rapidly developing private sector.
Fund Family Matthews Asia Funds
Category China Region
Performance Rating Average
Risk Rating Above Average
Ticker Symbol MICHX
Share Class Institutional Class Shares
Index MSCI China Small Cap TR USD
MICHX had a total return of 11.03% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.55%.
