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MCHSMatthews China Innovators Active ETF

Grow my money2y track recordRanked #2,641 of 2,992 in this goal

Seeks long-term capital appreciation.

By Matthews Asia Funds · Launched 2024

Annual Cost

0.89%

#4,665 of 5,854 · expensive

Fund Size

$25M

#4,304 of 5,854 · small

Return (1Y)Goal

+34.9%

Track Record

2 years

#3,304 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$13,518+35.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Focus

ESG, Semiconductors

What it actually holds

By weight

Concentration

Top 10 holdings = 42.2% of fundmoderately concentrated

JP MORGAN US GOVT CAPITAL
6.9%
Wasion Holdings Ltd
5.8%
ATOUR LIFESTYLE HOLDINGS LTD
4.9%
Acter Tech Integration Group Co Ltd.
4.5%
TIME INTERCONNECT TECHNOLOGY LTD
3.8%
SUNRESIN NEW MATERIALS CO LTD
3.6%
MINTH GROUP LTD
3.5%
LANDMARK OPTOELECTRONICS CORP
3.5%
JIANGSU BOQIAN NEW MATERIALS STOCK CO LTD
2.9%
Yantai Jereh Oilfield Services Group Co Ltd.
2.9%

Asset allocation

Stocks
93.2%
Cash
6.8%

By sector

Technology
49.5%
Industrials
29.1%
Basic Materials
8.7%
Energy
5.2%
Consumer Cyclical
4.3%
Healthcare
2.1%
Real Estate
1.2%

Risk profile

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

Year-on-year price swings

Max drawdown
-24.8%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
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests at least 80% of net assets in common and preferred stocks of companies located in China that are considered innovators in their fields. Focuses on science-related and technology-related sectors, including telecommunications, semiconductors, and biotechnology.
Inception date
January 10, 2024
Fund family
Matthews Asia Funds

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Data updated on 2026-08-03