Back to top

Intro Guide to the Matthews India Investor Fund (MINDX)

Read MoreHide Full Article

Matthews India Investor (MINDX - Free Report) a Zacks Ranked #1 (Strong Buy) seeks to achieve its investment objective by investing a large portion of its total assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. MINDX seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies, including balance sheet information; number of employees; size and stability of cash flow; management's depth, adaptability and integrity; product lines; marketing strategies; corporate governance; and financial health.

This Pacific - Equity fund, as of the last filing, allocates their fund in two major groups; Emerging Market and Small Value. Further, as of the last filing, SHRIRAM CITY UNION FINANCE LT, ITC LTD and TARO PHARMACEUTICAL INDS LTD were the top holdings for MINDX.

The Matthews India Investor fund, managed by Matthews Intl , carries an expense ratio of 1.12. Moreover, MINDX requires a minimal initial investment of $2,500.

MINDX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 37.04%, 3 year 27.60%, and 5 year 11.88%. To see how this fund performed compared in its category, please click here.

MINDX’s performance, as of the last filing, when compared to funds in its category was in the top 4% in 1 year, top 3% over the past 3 years, and in the 15% over the past 5 years.

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >>

In-Depth Zacks Research for the Tickers Above

Normally $25 each - click below to receive one report FREE:

Matthews India Investor (MINDX) - free report >>

More from Zacks Best of Funds

You May Like

Published in