【读财报】FOF基金7月表现：平均收益率2.69% 国泰基金、易方达基金产品收益率居前

Core Insights - As of July 2025, over 500 FOF funds had an average return of 2.69% and a median return of 2.34%, while the CSI 300 index rose by 3.54% [1] - Most FOF funds reported positive returns in July, with notable performers including Guotai's Preferred Navigation One-Year Holding and E Fund's Advantage Return A, achieving returns over 12% [1][4] - Guotai's Preferred Navigation One-Year Holding fund had a net value increase of 16.84% in July and a cumulative increase of 29.81% from January to July 2025 [4] Fund Performance - The top-performing FOF funds in July 2025 included: - Guotai Preferred Navigation One-Year Holding: 16.01% return - Guotai Industry Rotation A: 15.62% return - E Fund Advantage Return A: 12.2% return [1][4] - E Fund's Advantage Return A, established in March 2022, had a net value increase of 12.2% in July and 18.85% for the first seven months of 2025 [4] Fund Characteristics - Guotai Preferred Navigation One-Year Holding, a mixed equity FOF fund, was established in January 2022 and had a scale of approximately 132 million yuan as of the second quarter [4] - The fund's investment ratio reached 78.78%, with the top ten holdings accounting for 83.04% of its net value, primarily in ETF funds [4] Underperforming Funds - Some FOF funds experienced losses in July, with the largest drawdown being less than 0.3%. Many underperforming funds were newly established [5] - Guotai's and E Fund's products showed strong performance, while Guotai's and E Fund's newer products had mixed results [5]