Matthews Emerging Markets Sustainable Future Fund
Shareclass
Matthews Emerging Markets Sust Fut Inst (MISFX)
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
Not ranked due to low data coverage
% Equileap coverage
16%
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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
Social
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Top scoring holdings
The top 7 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. Hong Kong Exchanges and Clearing Ltd4.69% of assets$13.08M invested
- 2. Jeronimo Martins SGPS SA1.01% of assets$2.81M invested
- 3. Inpost SA Ordinary Shares1.69% of assets$4.7M invested
- 4. Lam Research Corp1.45% of assets$4.04M invested
- 5. Hikma Pharmaceuticals PLC0.49% of assets$1.36M invested
- 6. Micron Technology Inc2.33% of assets$6.5M invested
- 7. Legend Biotech Corp ADR3.94% of assets$10.97M invested
Bottom scoring holdings
The bottom 7 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. Legend Biotech Corp ADR3.94% of assets$10.97M invested
- 2. Micron Technology Inc2.33% of assets$6.5M invested
- 3. Hikma Pharmaceuticals PLC0.49% of assets$1.36M invested
- 4. Lam Research Corp1.45% of assets$4.04M invested
- 5. Inpost SA Ordinary Shares1.69% of assets$4.7M invested
- 6. Jeronimo Martins SGPS SA1.01% of assets$2.81M invested
- 7. Hong Kong Exchanges and Clearing Ltd4.69% of assets$13.08M invested
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Financial performance
Performance data provided by
Find more financial data on MISFX at Morningstar.com
Find more financial data on MISFX 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.
Benchmarking tool
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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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