Matthews Korea Investor (MAKOX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Matthews Korea Investor
San Francisco CA 94111
Suite 550
Four Embarcadero Center
Management information
,Lead manager since 27 April 2022
Sojung Park is a Portfolio Manager at Matthews Asia and co-manages the firm’s Korea Strategy. Prior to joining the firm in 2016, she earned an MBA from the University of Chicago’s Booth School of Business. From 2010 to 2013, Sojung worked as an Equity Research Analyst at HSBC Securities as primary analyst for mid-cap companies in the Korean financial services sector, and from 2009 to 2010, was an Equity Research Associate at E*Trade Securities. She received a Bachelor of Business Administration from Seoul National University and is fluent in Korean. Sojung has been a Portfolio Manager of the Matthews Korea Fund since 2022.
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Morningstar category
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Fund overview
CategoryMiscellaneous Region
Fund familyMatthews Asia Funds
Net assets6.64M
YTD return12.04%
Yield0.00%
Morningstar rating★★★
Inception date28 Oct 2010
Fund operations
Last dividend0.10
Last cap gain0.00
Holdings turnover56.94%
Average for categoryN/A
Fees and expenses
ExpenseMAKOXCategory average
Annual report expense ratio (net)1.08%0.00%
Prospectus net expense ratio1.08%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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