Matthews Emerging Markets Sustainable Future Fund

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Matthews Emerging Markets Sust Fut Inst (MISFX)

Type

Open-end mutual fund

Manager

Matthews Asia Funds

A grade + sustainability mandate

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

No direct stock holdings

Coal industry

Coal miners, coal services, owners of coal reserves

No direct stock holdings

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

No direct stock holdings

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

No direct stock holdings

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

No direct stock holdings

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

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No fossil fuel stocks found in Matthews Emerging Markets Sustainable Future Fund $MISFX

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Matthews Emerging Markets Sustainable Future Fund MISFX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on MISFX at Morningstar.com

Current fund

MISFX

Matthews Emerging Markets Sustainable Future Fund

Family

Matthews Asia Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

5-yr returns

4.16% more in annualized returns

Less invested in fossil fuels

11.11% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

7.18% less invested

Current fund

MISFX

Matthews Emerging Markets Sustainable Future Fund

Family

Matthews Asia Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

5-yr returns

4.16% more in annualized returns

Less invested in fossil fuels

11.11% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

7.18% less invested

Current fund

MISFX

Matthews Emerging Markets Sustainable Future Fund

Family

Matthews Asia Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher

5-yr returns

4.16% more in annualized returns

Less invested in fossil fuels

11.11% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

7.18% less invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
MISFX - Matthews Emerging Markets Sustainable Future Fund

16%

-2.43%

9.73%

Benchmark

23%

1.44%

5.57%

4.64%

11%

Fund compared to benchmark

-7.56%

-3.87%

4.16%

11% lower

Find more financial data on MISFX at Morningstar.com

What's next?

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Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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Fossil fuel companiesare fueling the climate crisis.

Environment

Social

Disclaimer: As You Sow is not an investment adviser