Fun Fund (1) fund foundation

Definition 1 funds

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Features 2 Fund

  • Multiple financial guarantees
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  • specialization

3 fund professional terms

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note:

  • Buy fewer new funds
  • Less to buy closed-end funds
  • Good or bad does not mean that the level of net fund

4 fund performance factors

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The more money the more less costs to consider

Fund Category 5

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6 master fund information

  • Before you buy: Look risk, fund managers, past performance, cost
  • When held: on a regular basis to see changes in fund managers, positions change, the first 10 positions, the holder of change (select institutional investors is relatively high, indicating institutions accredited to the Fund), the scale of change (change in net assets), revenue trends
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  1. Prospectus:
    (1) risk types: type of fund, investment philosophy, investment scope of the fund's holdings,
    (2) Basic information:
    Fund Manager (select well-known fund companies),
    assets (about selected medium-sized, 5 billion),
    Fund managers who (choose an experienced),
    date of establishment (select founded 3 years + see past performance is selected steady rise of)
    (3) cost :

  2. Investment portfolio

  3. midterm report

  4. Change Manager (select fund managers stable)

Note: The third-party platforms such as fund net every day, morning star network view information

7 fund the purchase costs

  • Select the subscription and redemption fees low, third-party platform is relatively low
  • Fund Conversion: Conversion fee will be less than the redemption / subscription fee
  • Dividend: Select Dividend reinvestment does not charge subscription fees
  • Fund investment / buy: Province subscription fee
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Origin blog.csdn.net/weixin_38493025/article/details/104198270