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MEMSMatthews Emerging Markets Discovery Active ETF

Grow my money2y track recordRanked #2,779 of 3,055 in this goal

Seeks long-term capital appreciation.

By Matthews Asia Funds · Launched 2024

Annual Cost

0.89%

#4,833 of 6,040 · expensive

Fund Size

$22M

#4,483 of 6,040 · small

Return (1Y)

+12.7%

Track Record

2 years

#3,319 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,210+12.1%

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

Holdings

By weight

Concentration

Top 10 holdings = 34.6% of funddiversified

Bandhan Bank Ltd.
5.0%
ELITE MATERIAL COMPANY LTD
4.9%
GOLD CIRCUIT ELECTRONICS LTD
4.0%
EUGENE TECHNOLOGY CO LTD
3.9%
Hugel Inc
3.6%
INPOST SA
3.3%
HD HYUNDAI CO LTD
2.8%
LEGEND BIOTECH CORP
2.5%
Astor Enerji AS
2.4%
Radico Khaitan Ltd
2.2%

Asset allocation

Stocks
91.9%
Cash
8.1%

By sector

Technology
27.3%
Industrials
20.9%
Financial Services
15.0%
Consumer Cyclical
13.6%
Healthcare
7.6%
Consumer Defensive
4.5%
Basic Materials
4.0%
Real Estate
2.8%
Other
4.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.3%High

Year-on-year price swings

Max drawdown
-22.3%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 65% of net assets in common and preferred stocks of Small Companies located in emerging market countries like China and India. Targets companies with market capitalizations no higher than $5 billion or the largest company in the MSCI Emerging Markets Small Cap Index.
Inception date
January 10, 2024
Fund family
Matthews Asia Funds

Next steps

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

Data updated on 2026-09-18