MINDX – Matthews India Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. A company or other issuer is considered to be "located" in a country or a region, and a security or instrument is deemed to be an Indian security or instrument, if it has substantial ties to India.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
MINDX	Matthews India Fund Investor Class	No Load	Open			Oct 31, 2005	$383.15M	1.260%	Above Average	$2,500	−$182.01M
MIDNX	Matthews India Fund Institutional Class	Institutional	Open			Oct 29, 2010	$97.64M	1.140%	High	$100,000	−$55.75M

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