About MITEX
The Matthews Asia Innovators Fund Institutional Class is an actively managed mutual fund focused on capturing long-term capital appreciation by investing in innovative companies across Asia, excluding Japan. The fund primarily targets firms that demonstrate significant advancements in products, services, business models, or management, with a particular emphasis on sectors such as technology, consumer discretionary, healthcare, and communication services. Managed by a team with deep expertise in Asian markets, the fund pursues a high-conviction, concentrated portfolio approach, holding around 48 companies and allocating at least 80% of its assets to equities of Asian innovators.
Notable holdings include leading regional names in technology and e-commerce, reflecting the fund’s strategy of capitalizing on Asia’s evolving economy and rising entrepreneurial activity. The fund’s investment style leans toward large growth companies, offering exposure to the region’s dynamic "new economy" businesses. With a minimum investment requirement and an expense ratio in line with institutional standards, the Matthews Asia Innovators Fund Institutional Class plays a prominent role for investors seeking diversified access to the innovative growth potential of Asia’s corporate sector.
Fund Family Matthews Asia Funds
Category Pacific/Asia ex-Japan Stk
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol MITEX
Share Class Institutional Class Shares
Index MSCI AC Asia ex Japan TR USD
MITEX had a total return of 28.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.84%.
