Investing with Matthews is easy. To open an account, you may apply online or download application forms to send by mail.

If you would like to change your password or any personal information associated with your account, you may log into your account and update the information. For assistance by phone, you may also contact Shareholder Services.

Please call us at 800.789.ASIA (2742) between 9:00 AM–7:00 PM ET, Monday through Friday, and inform us that you will be wiring funds. Please also be sure to inform your bank of your Matthews account number as part of the instructions. Your bank should then transmit the funds by wire to:

Bank of New York Mellon
ABA: 011001234
Credit: [name of specific Matthews Asia Fund]
Account: 0000734381
FBO: [your name and account number]

Note that wire fees are charged by most banks.

First select the Fund of interest. The expense ratio is located in the Fund Facts section of the Fund Overview section near the top of the page.

For a list of holdings, first select the Fund of interest then click on the Holdings link in the sub-navigation or scroll down to view the Holdings section of the page.

No, the Funds are not specifically managed for tax efficiency. The Funds are designed for investors with long-term horizons, and seek to invest in companies that will benefit from the long-term evolution of Asia.

The objective of the Matthews Asian Growth and Income Fund is to provide long-term capital appreciation. The Fund also seeks to provide some current income. It is designed to permit investors to participate in Asia's long-term growth with some mitigation of volatility. The Fund's portfolio typically includes a variety of fixed-income securities such as convertible bonds, corporate bonds, and high-yielding equities.

In contrast, the Matthews Asia Dividend Fund is a total return fund with an emphasis on providing current income. It seeks to achieve its investment objective by investing in income-paying common stocks and other equity-related instruments.

The Matthews China Dividend Fund focuses on higher-yielding equities with more conservative business models. Compared to the Matthews China Fund and other China-specific offerings, we expect the Matthews China Dividend Fund to offer a unique risk/return profile that may be well suited for those seeking an income-focused strategy from China's deepening equity markets.

You may redeem shares from your account by completing, signing and dating an IRA Distribution Form.

Please send your completed form to the following address:
Matthews Asia Funds
P.O. Box 534475
Pittsburgh, PA 15253-4475

To transfer funds from another Custodian to the Matthews Asia Funds, you will need an established Individual Retirement Account (IRA) with the Matthews Asia Funds. To open an IRA account with the Matthews Asia Funds, please complete a Roth or Traditional IRA Application. You will also need to complete the Transfer of Assets/Direct Rollover Form, which can be found within the IRA application forms.

All of the Matthews Asia Funds except the Matthews Asia Strategic Income Fund, Matthews Asian Growth and Income Fund, Matthews Asia Dividend Fund and Matthews China Dividend Fund generally distribute their net investment income once annually in December. The Matthews Asian Growth and Income Fund and the Matthews China Dividend Fund generally distribute net investment income semi-annually in June and December. The Matthews Asia Strategic Income Fund and the Matthews Asia Dividend Fund generally distributes net investment income quarterly in March, June, September and December.

For additional information, you may refer to the Fund Distributions section of the website or the prospectus.

You may find distribution details on the Fund Distributions page or by clicking on the Distributions tab for each Fund.

First, go to our Email Sign Up page and select the communications you would like to receive. Fill out the requested information and click on “Sign Up”. You will begin receiving the email communications for which you subscribed.

In order to update your preferences, please contact our Client Services team.

In order to update your preferences, please contact our Client Services team.