About MINDX
Matthews India Fund Investor Class is an actively managed mutual fund focused on capturing long-term capital appreciation by investing primarily in Indian equities. The fund is managed by Matthews Asia, a specialist firm known for its expertise in Asian markets. It allocates at least 80% of its net assets to publicly traded stocks, preferred stocks, and convertible securities of companies that are either located in India or have substantial ties to the country. Employing a fundamental, bottom-up investment approach, the fund emphasizes companies with sustainable competitive advantages and strong, trustworthy management. Its portfolio is diversified across sectors such as financial services, technology, energy, and healthcare, with significant exposure to prominent Indian firms. The fund’s strategy is designed to tap into India's rapidly growing economy and rising domestic consumer demand, positioning itself to benefit from the country’s dynamic market environment. Established in 2005, Matthews India Fund Investor Class serves investors seeking targeted, professional exposure to India’s evolving equity landscape while navigating the unique risks and opportunities of a single-country fund.
Fund Family Matthews Asia Funds
Category India Region
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol MINDX
Share Class Investor Class Shares
Index S&P Bombay Stock Exchange 100 Index
MINDX had a total return of -8.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.92%.
