Matthews Emerging Markets Sustainable Future Fund

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Matthews Emerging Markets Sust Fut Inst (MISFX)
Type
Open-end mutual fund
Sustainability mandate
Military weapon grade: No holdings flagged for our military weapon screens. Assigned a grade of A.
How we track weapon investments
A
$0
Military weapons
0
military weapon stocks found
0%
of assets flagged
Data as of 30 Jun 2024

Not invested in any of the companies on our lists

Military contractors
Military contractors
Largest international arms manufacturers and military contractors
0 direct stock holdings
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
0 direct stock holdings
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Matthews Emerging Markets Sustainable Future Fund earns an A grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on MISFX at Morningstar.com
Current fund
MISFX
Matthews Emerging Markets Sustainable Future Fund
Family
Matthews Asia Funds
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
4.16% more in annualized returns
Less invested in military weapons 
2.9% less invested
Less invested in major military contractors 
2.9% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.14% less invested
Less invested in manufacturers of controversial weapons 
0.49% less invested
Current fund
MISFX
Matthews Emerging Markets Sustainable Future Fund
Family
Matthews Asia Funds
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
4.16% more in annualized returns
Less invested in military weapons 
2.9% less invested
Less invested in major military contractors 
2.9% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.14% less invested
Less invested in manufacturers of controversial weapons 
0.49% less invested
Current fund
MISFX
Matthews Emerging Markets Sustainable Future Fund
Family
Matthews Asia Funds
Category
Diversified Emerging Mkts
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
4.16% more in annualized returns
Less invested in military weapons 
2.9% less invested
Less invested in major military contractors 
2.9% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.14% less invested
Less invested in manufacturers of controversial weapons 
0.49% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
MISFX - Matthews Emerging Markets Sustainable Future Fund
16%
-2.43%
9.73%
/
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
23%
1.44%
5.57%
4.64%
2.9% 
Fund compared to benchmark
 
-7.56%
-3.87%
4.16%
/
2.9%  lower
Find more financial data on MISFX at Morningstar.com
What's next?
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Get started with our action toolkit
Action toolkit
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More from Invest Your Values
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