成长稳健组合年内排名主动股基前1/4

Core Viewpoint - The report tracks the performance of various active quantitative strategies by GuoXin JinGong, focusing on their ability to outperform the median returns of actively managed equity funds, with specific strategies including "Excellent Fund Performance Enhancement Portfolio," "Expected Surprises Selection Portfolio," "Brokerage Golden Stock Performance Enhancement Portfolio," and "Growth Stability Portfolio" [2][3][19]. Group 1: Performance Overview - The "Excellent Fund Performance Enhancement Portfolio" had an absolute return of -3.35% this week and 2.06% year-to-date, ranking in the 60.77 percentile among active equity funds [1][7]. - The "Expected Surprises Selection Portfolio" achieved an absolute return of -1.97% this week and 6.75% year-to-date, ranking in the 27.36 percentile among active equity funds [6][8]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" reported an absolute return of -2.03% this week and 4.12% year-to-date, ranking in the 43.96 percentile among active equity funds [12][10]. - The "Growth Stability Portfolio" had an absolute return of -2.32% this week and 7.11% year-to-date, ranking in the 25.48 percentile among active equity funds [13][14]. Group 2: Strategy Descriptions - The "Excellent Fund Performance Enhancement Portfolio" aims to outperform the median returns of actively managed equity funds by utilizing a quantitative approach based on the holdings of top-performing funds [19][21]. - The "Expected Surprises Selection Portfolio" selects stocks based on expected earnings surprises and analyst upgrades, focusing on both fundamental and technical criteria to build a portfolio [23][24]. - The "Brokerage Golden Stock Performance Enhancement Portfolio" leverages the stock pool identified by brokerage analysts, optimizing the selection to enhance performance relative to the ordinary equity fund index [26][27]. - The "Growth Stability Portfolio" employs a two-dimensional evaluation system for growth stocks, prioritizing those with upcoming earnings announcements to capture potential excess returns [29][30].