Matthews China Fund Buy Hold or Sell Recommendation

MCHFX Fund  USD 11.30  0.08  0.71%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Matthews China Fund is 'Strong Hold'. Macroaxis provides Matthews China buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MCHFX positions. The advice algorithm takes into account all of Matthews China's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Matthews China's buy or sell advice are summarized below:
Real Value
11.2
Hype Value
11.3
Market Value
11.3
Naive Value
11.26
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Matthews China Fund given historical horizon and risk tolerance towards Matthews China. When Macroaxis issues a 'buy' or 'sell' recommendation for Matthews China Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Matthews China Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Matthews and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Matthews China Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in census.

Execute Matthews China Buy or Sell Advice

The Matthews recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Matthews China Fund. Macroaxis does not own or have any residual interests in Matthews China Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Matthews China's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Matthews ChinaBuy Matthews China
Strong Hold

Market Performance

Very WeakDetails

Volatility

Not too volatileDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Follows the market closelyDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Matthews China Fund has a Risk Adjusted Performance of 0.017, Jensen Alpha of (0.09), Total Risk Alpha of (0.34), Sortino Ratio of (0.07) and Treynor Ratio of 0.0228
Our investment recommendation tool can cross-verify current analyst consensus on Matthews China Fund and to analyze the entity potential to grow in the current economic cycle. Use Matthews China Fund price to earning, annual yield, as well as the relationship between the Annual Yield and net asset to ensure your buy or sell decision on Matthews China Fund is adequate.

Matthews China Trading Alerts and Improvement Suggestions

Latest headline from news.google.com: Heed the Red Flag on China-Focused Funds - TheStreet
Matthews China Fund generated five year return of -4.0%
This fund maintains 98.28% of its assets in stocks

Matthews China Returns Distribution Density

The distribution of Matthews China's historical returns is an attempt to chart the uncertainty of Matthews China's future price movements. The chart of the probability distribution of Matthews China daily returns describes the distribution of returns around its average expected value. We use Matthews China Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Matthews China returns is essential to provide solid investment advice for Matthews China.
Mean Return
0.03
Value At Risk
-2.55
Potential Upside
3.13
Standard Deviation
1.62
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Matthews China historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Matthews China Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Matthews China or Matthews Asia Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Matthews China's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Matthews fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.09
β
Beta against NYSE Composite0.90
σ
Overall volatility
1.60
Ir
Information ratio -0.06

Matthews China Volatility Alert

Matthews China Fund has relatively low volatility with skewness of 0.42 and kurtosis of 0.38. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Matthews China's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Matthews China's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Matthews China Fundamentals Vs Peers

Comparing Matthews China's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Matthews China's direct or indirect competition across all of the common fundamentals between Matthews China and the related equities. This way, we can detect undervalued stocks with similar characteristics as Matthews China or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Matthews China's fundamental indicators could also be used in its relative valuation, which is a method of valuing Matthews China by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Matthews China to competition
FundamentalsMatthews ChinaPeer Average
Price To Earning10.50 X6.53 X
Price To Book1.34 X0.74 X
Price To Sales1.12 X0.61 X
Annual Yield0.01 %0.29 %
One Year Return(18.95) %4.15 %
Three Year Return(20.67) %3.60 %
Five Year Return(3.71) %3.24 %
Ten Year Return6.48 %1.79 %
Net Asset740.9 M4.11 B
Minimum Initial Investment2.5 K976.16 K
Last Dividend Paid0.060.65
Cash Position Weight1.72 %10.61 %
Equity Positions Weight98.28 %63.90 %

Matthews China Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Matthews . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Matthews China Buy or Sell Advice

When is the right time to buy or sell Matthews China Fund? Buying financial instruments such as Matthews Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Matthews China in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Corporate ETFs Thematic Idea Now

Corporate ETFs
Corporate ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Corporate ETFs theme has 201 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Corporate ETFs Theme or any other thematic opportunities.
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Check out Matthews China Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Matthews China Fund information on this page should be used as a complementary analysis to other Matthews China's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.

Complementary Tools for Matthews Mutual Fund analysis

When running Matthews China's price analysis, check to measure Matthews China's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Matthews China is operating at the current time. Most of Matthews China's value examination focuses on studying past and present price action to predict the probability of Matthews China's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Matthews China's price. Additionally, you may evaluate how the addition of Matthews China to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Matthews China's value and its price as these two are different measures arrived at by different means. Investors typically determine if Matthews China is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Matthews China's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.