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Matthews China Small Companies Fd Inv Cl: (MF: MCSMX)

(NASDAQ Mutual Funds) As of Jul 9, 2026 06:27 PM ET

$16.81 USD

+0.59 (3.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for MCSMX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

Fund Description

The fund seeks to achieve its objective by investing at least 80% of net assets, including borrowings for investment purposes, in common and preferred stocks of companies located in China, including districts such as Hong Kong, that it believes are innovators in products, services, processes, business models, management, technology use, or market approach. It may invest in companies outside China, but not if more than 20% of assets are invested outside China at the time of purchase. It may invest in depositary receipts and in affiliated or unaffiliated ETFs for cash equitization. The implementation of its principal investment strategies may result in a significant portion of its assets being invested from time to time in one or more sectors, although the fund may invest in companies in any sector, and may have high portfolio turnover.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Matthews China Small Companies Inv MCSMX NA NA 0.00 0.00 0.85 1.40

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Matthews China Small Companies Inv MCSMX 2500 100 500 A

Contact Information

Family Matthews Asia
Address Four Embarcadero Center, Ste 550
San Francisco, CA 94111
Phone 800 789-2742