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EMSFMatthews Emerging Markets Sustainable Future Active ETF

Grow my money2y track recordRanked #2,458 of 3,055 in this goal

Seeks long-term capital appreciation.

By Matthews Asia Funds · Launched 2023

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$45M

#3,850 of 6,040 · mid-size

Return (1Y)

+41.7%

Track Record

2 years

#3,114 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,051+40.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 43.9% of fundmoderately concentrated

Taiwan Semiconductor Manufacturing Co., Ltd.
9.2%
Samsung Electronics Co Ltd.
6.5%
ELITE MATERIAL COMPANY LTD
4.6%
Bandhan Bank Ltd.
4.4%
EUGENE TECHNOLOGY CO LTD
3.9%
SK Square Co Ltd
3.9%
Micron Technology Inc.
3.4%
HD Hyundai Electric Co Ltd.
3.1%
INPOST SA
2.6%
Indus Towers Ltd.
2.4%

Asset allocation

Stocks
93.6%
Cash
6.4%

By sector

Technology
43.1%
Financial Services
18.0%
Industrials
12.3%
Consumer Cyclical
10.3%
Healthcare
6.9%
Consumer Defensive
3.8%
Utilities
2.1%
Communication
1.8%
Other
1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
29.9%High

Year-on-year price swings

Max drawdown
-24.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests at least 80% of net assets in common and preferred stocks of companies of any market capitalization located in emerging market countries, such as China and India, that meet the Fund's ESG standards. A substantial portion may be invested in smaller companies.
Inception date
September 21, 2023
Fund family
Matthews Asia Funds

Next steps

Save EMSF to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18