Matthews Korea
Four Embarcadero Center Suite 550 San Francisco, CA 94111
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Phone: 800-789-2742
| Category: | Pacific/Asia ex-Japan Stk | | Fund Family: | Matthews Asia Funds | | Net Assets: | 128.52M | | Year-to-Date Return: | 48.36% | | Yield: | 1.35% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Jan-95 |
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J. Michael Oh
Lead Manager since
01-Jan-07 | | | Oh is a Portfolio Manager at Matthews. He joined Matthews in 2000 as a Research Analyst and has built his investment career at the firm, arriving at his current role as Portfolio Manager in 2006. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of total net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in South Korea. It is nondiversified. |
| Last Dividend
(10-Dec-08):
| 0.06 | | Last Cap Gain
(10-Dec-08):
| 0.25 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 78.46% |
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| Expense | MAKOX | Category
Avg | | Total Expense Ratio: | 1.27%
| 1.96% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.48% | | 3 Yr Expense Projection*: |
$ 403 | $940 | | 5 Yr Expense Projection*: |
$ 697 | $2,088 | | 10 Yr Expense Projection*: |
$ 1,534 | $2,807 |
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