THE USX CHINA FUND DIFFERENCE
There are any number of funds offering a mixture of Asian-based stocks. The USX China Fund is the only mutual fund invested solely in Chinese companies.
Much like the Chinese government itself, the Fund’s managers are focused long term on China’s steadiest-growing industries.
The China Fund portfolio is focused on education, infrastructure and healthcare. Moreover, it’s focused on domestic consumption. China’s economy produces the smallest percentage of exports of any major country in the world—for one simple reason: Given the enormity of their domestic demand, they don’t need exports.
FUND’S INVESTMENT OBJECTIVE
The Fund’s investment objective is long-term growth of capital. To meet its investment objective, the Fund normally invests 80% of its assets in stocks issued by companies listed on the Halter USX China Index. The Index admits only companies listed on U.S. Exchanges.
Strategic advantages:
- Only the most financially stable Chinese companies are listed.
- Halter Index company financials are subject to U.S. Exchange listing requirements.
- Strict accounting, audit and reporting standards greatly increase likelihood that reported numbers are accurate.
The Fund is non-diversified and may invest a greater percentage of its assets in a particular issue and may own fewer securities than other mutual funds. The Fund invests in international markets which can involve more volatility, social and political instability, market liquidity and currency volatility. There is also a risk associated with investing in China. While companies in China may be subject to limitations on their business relations under Chinese law, these laws may not be consistent with certain political and security concerns of the United States. These factors may affect the value of your investment. Please consider the investment objectives, risk, charges and expenses of the investment company carefully before investing. Please read the prospectus carefully before you invest or send money. Matrix Capital Group, Inc. distributes The USX China Fund.
Prospectus available online or by calling Shareholder Services toll-free at 877-CHINA35.