Vanguard's Patent About to Expire: What's Next for Active ETFs?
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
In light of the central bank-induced euphoria in the region, this week we will be focusing on foreign equities by taking a look at the Matthews Asia Growth Fund (MPACX) – our fund of the week for November 12.
The fund features exposure to all countries and markets in Asia, including developed and emerging nations. With that being said, over 40% of the fund’s asset are allocated to Japanese stocks, with China accounting for the second largest allocation at around 15%.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
26.85% | -12.70% | 17.47% | 19.35% | 5.01% |
This fund is fairly well-balanced seeing as how the top five holdings account for less than 20% of total assets. In terms of sectors, MPACX is heavily skewed towards consumer-focused stocks, with staples and discretionary companies each accounting for 20% of total assets.
Ticker | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
TOYOF | Toyota Motor Corp | 4.94% | 8.30% |
ORXCF | Orix Corp | 4.74% | -13.90% |
SSMXF | Sysmex Corporation | 2.65% | 56.55% |
SFTBF | SOFTBANK Corp | 2.43% | -13.90% |
MBFJF | Mitsubishi UFJ Financial Group Inc | 2.41% | -6.59% |
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Justin Kuepper
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In light of the central bank-induced euphoria in the region, this week we will be focusing on foreign equities by taking a look at the Matthews Asia Growth Fund (MPACX) – our fund of the week for November 12.
The fund features exposure to all countries and markets in Asia, including developed and emerging nations. With that being said, over 40% of the fund’s asset are allocated to Japanese stocks, with China accounting for the second largest allocation at around 15%.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
26.85% | -12.70% | 17.47% | 19.35% | 5.01% |
This fund is fairly well-balanced seeing as how the top five holdings account for less than 20% of total assets. In terms of sectors, MPACX is heavily skewed towards consumer-focused stocks, with staples and discretionary companies each accounting for 20% of total assets.
Ticker | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
TOYOF | Toyota Motor Corp | 4.94% | 8.30% |
ORXCF | Orix Corp | 4.74% | -13.90% |
SSMXF | Sysmex Corporation | 2.65% | 56.55% |
SFTBF | SOFTBANK Corp | 2.43% | -13.90% |
MBFJF | Mitsubishi UFJ Financial Group Inc | 2.41% | -6.59% |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
Kristan Wojnar, RCC™
|
Let’s dive into the business building ideas of social media planning, cultivating new...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...