MSMLX Mutual Fund

MSMLX Mutual Fund

NAV$31.78
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Fund Essentials - as of Mar 31, 2026

Net Assets
$122M
Expense Ratio
1.36%
Dividend Yield (Current)
1.51%
Holdings
77
Inception Date
Sep 15, 2008
Fund Family
Matthews Asia Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.55%
1 Year+17.70%
3 Year+5.88%
5 Year+3.98%
10 Year+9.23%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
2383:TWElite Material Co Ltd5.41%
BANDHANBNK:MBBandhan Bank Ltd4.74%
2368:TWGold Circuit Electronics Ltd4.69%
145020:KRHugel Inc3.97%
084370:KREugene Technology Co Ltd3.81%
Top 10 Concentration: 35.22%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.51%
Frequency
Annually
Latest Distribution
$1.74
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MSMLX Mutual Fund Overview

MSMLX Mutual Fund (Matthews Emerging Markets Small Companies Fund Investor Class) is managed by Matthews Asia Funds with $121.6M in net assets. MSMLX expense ratio is 1.36%, holding 77 positions across sectors including Financials, Health Care, Materials. Inception date: 2008-09-15.

MSMLX performance shows a YTD return of 13.55%. The 1-year return is 17.70% and the 5-year return is 3.98%. MSMLX dividend yield stands at 1.51%, paid annually.

MSMLX top holdings include Elite Material Co Ltd (5.4%), Bandhan Bank Ltd (4.7%), Gold Circuit Electronics Ltd (4.7%), Hugel Inc (4.0%), Eugene Technology Co Ltd (3.8%). Go to all MSMLX holdings, MSMLX sectors, or MSMLX dividends.

MSMLX can be compared against other funds. Use MSMLX overlap to find shared positions, or MSMLX vs another fund for a side-by-side view. MSMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.