6 min readBy Ron Koren ETF Insider
How does the MEMX ETF work?
The MEMX ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
The Matthews Emerging Markets Equity Active ETF is managed by Matthews Asia Funds and aims to achieve its investment objective by investing at least 80% of its net assets in the common and preferred stocks of companies located in emerging market countries. Emerging market countries encompass most countries worldwide, excluding the United States, Australia, Canada, Hong Kong, Israel, Japan, New Zealand, Singapore, and most of Western Europe. This ETF may also invest in companies located in developed countries, as long as the allocation to developed market companies remains below 20% of its assets. .
The Matthews Emerging Markets Equity Active ETF (MEM) seeks to provide investors with exposure to emerging market equities. While its primary focus is on capital appreciation, it may also distribute dividends to investors. Under normal circumstances, MEM invests at least 80% of its net assets in common and preferred stocks of companies located in emerging market countries, excluding countries like the United States, Australia, Canada, Hong Kong, Israel, Japan, New Zealand, Singapore, and most of Western Europe. Dividend eligibility in MEM is subject to the performance and policies of the underlying companies in emerging markets. The ETF may also invest in developed countries but limits such investments to less than 20% of its assets if more than 20% of the fund's assets are in developed market companies. MEM may concentrate its investments in a single country, including China, at times. The determination of whether a company is located in an emerging market is based on criteria like its organization under the laws of that country, its revenues, profits, assets, trading markets, and headquarters.
The Matthews Emerging Markets Equity Active ETF is dedicated to tracking companies in emerging market countries, which generally encompass all countries except the United States, Australia, Canada, Hong Kong, Israel, Japan, New Zealand, Singapore, and most Western European nations. This ETF may also invest in frontier market countries with newer or less developed economies. Matthews aims to identify companies with sustainable growth potential, taking into account factors like balance sheet strength, cash flow stability, governance practices, and environmental, social, and governance (ESG) characteristics. The fund may also employ exclusionary ESG screens to avoid investments in companies with substantial exposure to certain controversial business activities, such as tobacco production or military contracting for weapons. Matthews actively engages with portfolio companies to promote ESG practices and disclosure.
The correlation aspect of the Matthews Emerging Markets Equity Active ETF (MEM) is influenced by its investment objective, which focuses on emerging market countries. MEM seeks to achieve its goal by investing primarily in the common and preferred stocks of companies located in emerging market countries, excluding developed countries like the United States and most of Western Europe. As a result, its correlation with these emerging markets is expected to be significant, making it a valuable tool for investors seeking exposure to these regions. To gain insights into MEM's correlations with specific countries or regions, investors can utilize the ETF Insider web app, which provides comprehensive data and visualizations to help analyze MEM's performance in relation to its underlying holdings and market trends.
The Matthews Emerging Markets Equity Active ETF (MEM) primarily focuses on investing in companies located in emerging market countries, excluding developed countries and regions such as the United States, Australia, Canada, Hong Kong, Israel, Japan, New Zealand, Singapore, and most of Western Europe. The ETF may also invest in companies from frontier market countries, which are characterized by newer or less developed economies. Matthews assesses a company's location and its ties to the emerging market using various criteria, including its place of organization, sources of revenue, trading markets, and more. Additionally, MEM may concentrate its investments in a single country, including China, from time to time. The fund aims to invest in companies with sustainable growth potential, and Matthews considers environmental, social, and governance (ESG) characteristics when selecting portfolio investments, using exclusionary screens and third-party ESG data.
The Matthews Emerging Markets Equity Active ETF (MEM) primarily focuses on exposure to companies located in emerging market countries, excluding the United States, Australia, Canada, Hong Kong, Israel, Japan, New Zealand, Singapore, and most of Western Europe. These emerging market countries may also include frontier market countries. The fund may invest in developed countries but not if more than 20% of its assets are invested in developed market companies. MEM may also concentrate its investments in a single country, including China, from time to time. Matthews selects companies based on various criteria, including their ties to the country or region, and may consider environmental, social, and governance (ESG) characteristics in its investment process, aiming to invest in sustainable growth companies while using exclusionary ESG screens and third-party data to exclude certain business activities. MEM actively engages with portfolio companies on sustainability and governance matters.
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