杨嘉文2025年三季度表现,易方达均衡优选一年持有混合A基金季度涨幅31.29%
Sou Hu Cai Jing·2025-10-27 23:31

Core Insights - The best-performing fund managed by Yang Jiawen is the E Fund Balanced Preferred One-Year Holding Mixed A, with a quarterly net value increase of 31.29% as of Q3 2025 [1] Fund Performance Summary - E Fund Keri Mixed: - Size: 12.71 billion - Annualized Return: 10.91% - Q3 2025 Increase: 24.67% - Top Holding: Gongfu Lian [2] - E Fund Kahui Flexible Allocation Mixed: - Size: 6.91 billion - Annualized Return: 11.20% - Q3 2025 Increase: 28.20% - Top Holding: Desai Xiwai [2] - E Fund Reverse Investment Mixed A: - Size: 5.26 billion - Annualized Return: 5.17% - Q3 2025 Increase: 28.58% - Top Holding: Tencent Holdings [2] - E Fund Reverse Investment Mixed C: - Size: 2.46 billion - Annualized Return: 4.73% - Q3 2025 Increase: 28.46% - Top Holding: Tencent Holdings [2] - E Fund Balanced Preferred One-Year Holding Mixed A: - Size: 0.83 billion - Annualized Return: 11.73% - Q3 2025 Increase: 31.29% - Top Holding: Tencent Holdings [2] - E Fund Balanced Vision Mixed A2: - Size: 0.59 billion - Annualized Return: 24.56% - Q3 2025 Increase: 30.14% - Top Holding: Tencent Holdings [2] - E Fund Balanced Preferred - Annual Holding Mixed C: - Size: 0.09 billion - Annualized Return: 11.18% - Q3 2025 Increase: 31.12% - Top Holding: Yingxun Holdings [2] Investment Strategy and Performance - Yang Jiawen has achieved a cumulative return of 113.78% during his tenure managing the E Fund Keri Mixed, with an average annualized return of 10.17% [2] - The fund has made 87 adjustments to its top holdings, with a success rate of 54.02% for profitable trades [2] Notable Stock Adjustments - Example of Aishi Chuangneng: - Bought in Q4 2019, sold in Q3 2020 - Estimated return: 278.41% - Company profit growth: 184.37% [6] - Example of Nanji E-commerce: - Bought in Q1 2019, sold in Q2 2020 - Estimated return: 70.27% - Company revenue growth: 6.78% [7] - Example of Huaheng Biological: - Bought in Q3 2022, sold in Q3 2024 - Estimated return: -39.35% - Company revenue growth: 53.52% [9]