Matthews Asia Dividend Fund
Shareclass
Matthews Asia Dividend Instl (MIPIX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 909 out of 1,102 funds
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Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Asia Dividend Fund MIPIX
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Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. BHP Group Ltd1.49% of assets$8.39M invested
- 2. Commonwealth Bank of Australia1.57% of assets$8.88M invested
- 3. ANZ Group Holdings Ltd1.53% of assets$8.65M invested
- 4. Telstra Group Ltd1.58% of assets$8.89M invested
- 5. Hong Kong Exchanges and Clearing Ltd1.02% of assets$5.73M invested
- 6. CSL Ltd1% of assets$5.66M invested
- 7. DBS Group Holdings Ltd1.03% of assets$5.8M invested
- 8. Asahi Group Holdings Ltd1.01% of assets$5.72M invested
- 9. Singapore Telecommunications Ltd1.03% of assets$5.82M invested
- 10. Yum China Holdings Inc1.61% of assets$9.08M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. SHO-BOND Holdings Co Ltd0.69% of assets$3.89M invested
- 2. Galaxy Entertainment Group Ltd0.97% of assets$5.47M invested
- 3. Suzuki Motor Corp2.02% of assets$11.39M invested
- 4. Toyota Motor Corp1.44% of assets$8.14M invested
- 5. Kajima Corp1% of assets$5.64M invested
- 6. Tokyo Electron Ltd0.72% of assets$4.05M invested
- 7. Denso Corp0.48% of assets$2.69M invested
- 8. Hikari Tsushin Inc1.74% of assets$9.83M invested
- 9. Shin-Etsu Chemical Co Ltd1.54% of assets$8.67M invested
- 10. Sony Group Corp1.56% of assets$8.8M invested
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Financial performance
Performance data provided by
Find more financial data on MIPIX at Morningstar.com
Find more financial data on MIPIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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