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About Matthews International Funds Matthews India Active ETF
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Inception date
Sep 22, 2023
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Matthews International Capital Management LLC
Distributor
Foreside Funds Distributors LLC
INDE is designed to provide unconstrained all-cap exposure to companies located in or have substantial ties to India. Selected companies are favored for displaying competitive edge and pricing power throughout economic cycles. Using a bottom-up approach, eligible securities are analyzed based on their companys fundamental characteristics including its balance sheet, employee size, managements depth, adaptability and integrity, product lines, marketing strategies, corporate governance, financial health, and cash flow size and stability to identify those capable of sustainable growth. Although the fund may hold any market capitalization, it anticipates a bias in smaller companies that cater to rising domestic consumer demand. Additionally, INDEs investment objective is to seek long-term capital appreciation.
Classification
What's in the fund
Exposure type
Finance
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.