About MISFX
Matthews Emerging Markets Sustainable Future Fund Institutional Class is an actively managed mutual fund that targets companies within emerging and frontier markets adopting sustainable business practices. Its primary purpose is to deliver long-term, risk-adjusted returns by investing in well-governed firms that demonstrate a positive environmental, social, and economic impact. The fund employs a fundamental, bottom-up research approach and maintains a diversified, all-cap portfolio, which includes exposures across multiple sectors such as consumer cyclical, financial services, healthcare, and technology. Notable holdings include companies like Meituan, Bandhan Bank, JD Health International, and Taiwan Semiconductor Manufacturing Co., reflecting its focus on quality growth opportunities in dynamic, fast-growing regions. With a significant percentage of assets allocated to its top holdings and a measured turnover rate, the fund aims to balance capital appreciation with responsible investing. It benchmarks its performance primarily against the MSCI Emerging Markets Index, underscoring its commitment to capturing the evolving potential of sustainability-focused enterprises across global emerging markets.
Fund Family Matthews Asia Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MISFX
Share Class Institutional Class Shares
Index MSCI EM (Emerging Markets) TR USD
MISFX had a total return of 33.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.38%.
