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    Matthews Pacific Tiger Investor (MAPTX)

    26.42 Up 0.06(0.23%) Nov 25

    Profile as of Oct 30, 2015Get Profile for:
    Matthews Pacific Tiger Investor
    Four Embarcadero CenterSuite 550San Francisco CA 94111
    Phone: 800-789-2742
    Fund Overview 
    Category:Pacific/Asia ex-Japan Stk
    Fund Family:Matthews Asia Funds
    Net Assets:7.00B
    Year-to-Date Return:-1.73%
    Morningstar Rating:4 stars
    Fund Inception Date:Sep 12, 1994
    Morningstar Style Box 
    Pacific/Asia ex-Japan Stk
    [View Category Definition]
    View Top Pacific/Asia ex-Japan Stk Funds
    About the Morningstar Style Box
    Management Information 
    Richard Gao
    Lead Manager since Jan 4, 2006
    Gao joined Matthews in 1997 as a China Analyst and is currently a Portfolio Manager. He began his career at the Bank of China in 1989, first as a Loan Officer, then as a FOREX Trader in the Treasury Department. In 1993, he became Assistant Manager at the Bank of China, where he was in charge of FOREX trading for import/export companies.Richard received a B.A. in Literature from Guangdong University of Foreign Studies and an M.B.A. in International Business from the Dominican University of California. He is fluent in Mandarin, Cantonese and Shanghainese. Richard has been a Portfolio Manager of the Matthews China Fund since 1999, of the Matthews China Small Companies Fund since its inception in 2011 and of the Matthews Pacific Tiger Fund since 2006.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:2,500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:N/A
    MAPTX can be purchased from 112 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Asia Ex Japan, which consists of all countries and markets in Asia excluding Japan, but including all other developed, emerging, and frontier countries and markets in the Asian region. The adviser expects that the companies in which the fund invests typically will be of medium or large size, but it may invest in companies of any size.

    Fund Operations 
    Last Dividend (Dec 10, 2014) : 0.13
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Nov 23, 2015) : 11.38%
    Average for Category:34.95%
    Fees & Expenses 
    ExpenseMAPTXCategory Avg
    Annual Report Expense Ratio (net):1.08%1.59%
    Prospectus Net Expense Ratio:1.08%N/A
    Prospectus Gross Expense Ratio:1.09%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.25%
    Max Deferred Sales Load: N/A1.80%
    3 Yr Expense Projection*:346757
    5 Yr Expense Projection*:6001,285
    10 Yr Expense Projection*:1,3282,662
    * Per $10,000 invested