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MKORMatthews Korea Active ETF

Grow my money15y track recordRanked #1,565 of 2,998 in this goal

Seeks long-term capital appreciation.

By Matthews Asia Funds · Launched 2010

Annual Cost

0.79%

#4,215 of 5,861 · expensive

Fund Size

$150M

#2,620 of 5,861 · mid-size

Return (1Y)Goal

+96.8%

Track Record

15 years

#819 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$19,767+97.7%

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

Index tracked

MSCI Korea 25/50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 51.5% of fundmoderately concentrated

Samsung Electronics Co Ltd.
18.6%
Samsung Electronics Co Ltd.
4.6%
SK Hynix Inc.
4.5%
SK Square Co Ltd
4.1%
SAMSUNG ELECTRO MECHANICS
3.9%
KB Financial Group Inc.
3.6%
HANA FINANCIAL GROUP INC
3.4%
PSK Inc
3.4%
WONIK IPS CO LTD
2.8%
HD Hyundai Electric Co Ltd.
2.6%

Asset allocation

Stocks
95.9%
Cash
3.9%
Other
0.2%

By sector

Technology
51.5%
Industrials
24.6%
Financial Services
10.1%
Consumer Cyclical
6.8%
Communication
2.4%
Consumer Defensive
1.7%
Healthcare
1.6%
Energy
0.7%
Other
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
45.2%High

Year-on-year price swings

Max drawdown
-29.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection

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 located in South Korea, focusing on medium and large-sized companies capable of sustainable growth. The Fund may also invest in depositary receipts and can allocate assets across various sectors.
Inception date
October 29, 2010
Fund family
Matthews Asia Funds

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Data updated on 2026-08-04