Matthews Emerging Markets Sustainable Future Fund

Shareclass

Matthews Emerging Markets Sust Fut Inst (MISFX)

Type

Open-end mutual fund

Manager

Matthews Asia Funds

Fund investment profile

Shareclass ticker

MISFX

Data as of

30 Jun 2024

Shareclass name

Matthews Emerging Markets Sust Fut Inst

% of fund assets screened

99%

Shareclass type

Open-end funds

Fund net assets

$244.37 MILLION

Fund family

Matthews Asia Funds

Fund category

Diversified Emerging Mkts

Domicile country

United States

Portfolio currency

US Dollar

Non-diversification risk

Socially responsible fund

Yes

Fossil fuels

Fossil fuel grade

Total fossil fuel stock holdings

Total % invested in fossil fuel stocks

Total assets invested in fossil fuel stocks

Fossil fuel finance

Fossil fuel finance grade

Fossil fuel finance score

Total fossil fuel finance stock holdings

Total % invested in fossil fuel finance stocks

Total assets invested in fossil fuel finance stocks

Fossil fuel insurance

Fossil fuel insurance grade

Fossil fuel insurance score

Total fossil fuel insurance stock holdings

Total % invested in fossil fuel insurance stocks

Total assets invested in fossil fuel insurance stocks

Clean200

Total Clean200 stock holdings

Total % invested in Clean200 stocks

5.18%

Total assets invested in Clean200 stocks

$12.67 MILLION

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

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