Fund-style classification
According to the fund's holdings of stock market capitalization and growth of the two dimensions to classify
Stock-market can be divided into: tape, disc, small cap; press the growth can be divided into: value, balanced growth.
About permutations and combinations, squared Fund is as follows:
Among them, for medium and small plate not clearly defined, it can be understood:
Large-cap stocks: Shanghai and Shenzhen stock markets, the first 100 largest stocks, the Shanghai index is 50, CSI 100, belong to the large-cap stocks;
Mid-cap stocks: Shanghai and Shenzhen stock markets, in addition to 100 above, followed by the size of 200 stocks, such as CSI 200;
Small-cap stocks: Shanghai and Shenzhen stock markets, in addition to other stocks than the top 300 stocks, such as the CSI 500, GEM mean.
Common CSI 300, is a mid-cap stocks and the broader market composed.
Fluctuations in the small cap stock category is relatively large, and very susceptible to control large funds; and market-style stocks relatively more stable, not rose fell.
Growth by Category
Value funds: the pursuit of a stable recurring income, generally the main blue chips, like some of the financial, utility is the direction of the stock value funds often invest;
Growth funds: the pursuit for the purpose of capital appreciation, mainly in the good growth potential of stocks as an investment target, like tech, emerging industry stocks.
The balance of the fund: Fund the middle of the above two types are based.
Risk comparison: growth> balance> value
Blue Chip, White Horse
Blue chips: generally refers to long-term stable growth, large-scale, traditional industrial and financial stocks. They are characterized by: excellent performance, revenue stability, generous dividends, stock prices steady, good market image.
Such as: PetroChina, Sinopec, ICBC, China Construction Bank, China Ping An, China Unicom, China Aluminum Industry
Often called large-cap stocks and blue chips with blue chips, blue chips in general because of the size of relatively large, but it is not a large scale is the blue chips, such as smaller portions of coal, iron and steel stocks also belongs to the category of blue chips.
White Horse Unit: generally refers to long-term blue chip, high rate of return and have a high investment value of the stock, they are characterized by: excellent performance clear, sustained and stable growth, high growth.
Such as: Guizhou Maotai, Gree, Midea air conditioning, Erie shares, Yunnan Baiyao
Reference: https://www.veekn.com/newsPage/vkn20171121110911.html?news_id=null