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MEMXMatthews Emerging Markets Ex China Active ETF

Grow my money3y track recordRanked #2,429 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

$54M

#3,677 of 6,040 · mid-size

Return (1Y)

+40.4%

Track Record

3 years

#2,842 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,036+40.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 34.3% of funddiversified

Taiwan Semiconductor Manufacturing Co., Ltd.
9.4%
Samsung Electronics Co Ltd.
8.4%
SK Hynix Inc.
3.5%
Taiwan Semiconductor Manufacturing Co., Ltd.
2.5%
JP MORGAN US GOVT CAPITAL
2.3%
Petroleo Brasileiro SA
2.1%
Compania de Minas Buenaventura S.A.A.
2.0%
Hyundai Motor Co.
1.5%
NU HOLDINGS LTD
1.3%
Weg SA
1.3%

Asset allocation

Stocks
95.3%
Cash
4.7%

By sector

Technology
44.7%
Financial Services
24.7%
Consumer Cyclical
8.3%
Industrials
8.1%
Basic Materials
4.8%
Healthcare
2.7%
Communication
1.9%
Energy
1.7%
Other
3.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
27.3%High

Year-on-year price swings

Max drawdown
-19.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.98Decent risk-adjusted returns
Sortino (3Y)
1.41Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Invests primarily in common and preferred stocks of companies located in emerging market countries excluding China, focusing on medium to large-sized companies capable of sustainable growth. The Fund may concentrate investments in a single country and may invest in depositary receipts treated as emerging markets investments.
Inception date
January 10, 2023
Fund family
Matthews Asia Funds

Next steps

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Data updated on 2026-09-18