“924”一周年:东财价值启航混合逆势亏损10%
Zhong Guo Jing Ji Wang·2025-09-26 08:15

Core Insights - The article discusses the performance of various funds one year after the "924" market event, highlighting both successful and underperforming funds, particularly focusing on the Dongcai Value Start Mixed Fund A, which has experienced significant losses over the past year [1]. Fund Performance Summary - Dongcai Value Start Mixed Fund A has recorded a one-year loss of 9.74% as of September 24, 2025, while Fund C has a loss of 10.41% during the same period [1][2]. - Since their inception on March 30, 2023, Fund A and Fund C have accumulated losses of 21.13% and 22.41%, respectively [1][2]. - The fund's net asset value as of September 24, 2025, is 0.7887 for Fund A and 0.7759 for Fund C, with both funds classified as mixed equity funds with medium to high risk [2]. Management Changes and Performance - Initially managed by Fang Yihang, the fund saw a management change when Luo Shen joined, and subsequently, Fang Yihang left on March 17, 2025, leaving Luo Shen as the sole manager [3]. - The performance under both managers has been negative, contributing to the overall loss exceeding 20% for the fund [3]. Top Holdings - As of the second quarter report, the top ten holdings of Dongcai Value Start include companies such as Zongheng Co., Lais Information, Debang Co., and others, indicating a diversified investment strategy [6].